LGBNX Mutual Fund

NAV$9.62

AUM$1.4B

TER0.43%

Holdings1,073

LGBNX Mutual Fund

NAV$9.62

Loomis Sayles Investment Grade Bond Fund Cl N

AUM$1.4B

TER0.43%

Holdings1,073

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

LGBNX Mutual Fund Overlap Analysis

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

LGBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1073 holdings, LGBNX may share significant positions with broad-market funds.

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