LSGRX Mutual Fund

NAV$33.31

AUM$8.0B

TER0.65%

Holdings39

LSGRX Mutual Fund

NAV$33.31

Loomis Sayles Growth Fund Class Y

AUM$8.0B

TER0.65%

Holdings39

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Holdings Overlap Analysis

Compare LSGRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSGRX Mutual Fund Overlap Analysis

LSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LSGRX may share significant positions with broad-market funds.

LSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSGRX tax-loss harvesting finds highly correlated but non-identical funds.