LGRNX Mutual Fund
NAV$30.31
AUM$678M
TER0.56%
Holdings39
LGRNX Mutual Fund
NAV$30.31
Loomis Sayles Growth Fund Class N
AUM$678M
TER0.56%
Holdings39

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