LSGBX Mutual Fund
LSGBX Mutual Fund
NAV$15.46
AUM$254M
TER0.67%
Holdings327
See how much of LSGBX you already own
LSGBX Mutual Fund
NAV$15.46
Loomis Sayles Global Bond Fund Institutional Class
AUM$254M
TER0.67%
Holdings327
See how much of LSGBX you already own
LSGBX Mutual Fund Overlap Analysis
LSGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, LSGBX may share significant positions with broad-market funds.
LSGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSGBX tax-loss harvesting finds highly correlated but non-identical funds.