LGRCX Mutual Fund
NAV$21.55
TER1.65%
Holdings39
LGRCX Mutual Fund
NAV$21.55
Loomis Sayles Growth Fund Class C
TER1.65%
Holdings39

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LGRCX Mutual Fund Overlap Analysis
LGRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LGRCX may share significant positions with broad-market funds.
LGRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRCX tax-loss harvesting finds highly correlated but non-identical funds.