LGOAX Mutual Fund
NAV$46.73
AUM$836M
TER1.74%
Holdings36
LGOAX Mutual Fund
NAV$46.73
Patient Opportunity Trust Class A
AUM$836M
TER1.74%
Holdings36

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LGOAX Mutual Fund Overlap Analysis
LGOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, LGOAX may share significant positions with broad-market funds.
LGOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGOAX tax-loss harvesting finds highly correlated but non-identical funds.