LGASX Mutual Fund
NAV$74.38
AUM$2M
TER1.07%
Holdings88
LGASX Mutual Fund
NAV$74.38
ClearBridge Small Cap Fund Class FI
AUM$2M
TER1.07%
Holdings88

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LGASX Mutual Fund Overlap Analysis
LGASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, LGASX may share significant positions with broad-market funds.
LGASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGASX tax-loss harvesting finds highly correlated but non-identical funds.