LIGAX Mutual Fund
NAV$9.56
AUM$117M
TER0.98%
Holdings1,081
LIGAX Mutual Fund
NAV$9.56
Loomis Sayles Investment Grade Bond Fund Admin Class
AUM$117M
TER0.98%
Holdings1,081

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LIGAX Mutual Fund Overlap Analysis
LIGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1081 holdings, LIGAX may share significant positions with broad-market funds.
LIGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIGAX tax-loss harvesting finds highly correlated but non-identical funds.