LSGSX Mutual Fund
LSGSX Mutual Fund
NAV$9.43
AUM$130M
TER0.40%
Holdings52
See how much of LSGSX you already own
LSGSX Mutual Fund
NAV$9.43
Loomis Sayles Inflation Protected Securities Fund Insti Class
AUM$130M
TER0.40%
Holdings52
See how much of LSGSX you already own
LSGSX Mutual Fund Overlap Analysis
LSGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, LSGSX may share significant positions with broad-market funds.
LSGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSGSX tax-loss harvesting finds highly correlated but non-identical funds.