LGRRX Mutual Fund

NAV$26.74

AUM$1.2B

TER0.90%

Holdings39

LGRRX Mutual Fund

NAV$26.74

Loomis Sayles Growth Fund Class A

AUM$1.2B

TER0.90%

Holdings39

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LGRRX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

LGRRX Mutual Fund Overlap Analysis

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

LGRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, LGRRX may share significant positions with broad-market funds.

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