LSGBX Mutual Fund

NAV$15.44

AUM$254M

TER0.67%

Holdings327

LSGBX Mutual Fund

NAV$15.44

Loomis Sayles Global Bond Fund Institutional Class

AUM$254M

TER0.67%

Holdings327

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Holdings Overlap Analysis

Compare LSGBX 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 LSGBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSGBX Mutual Fund Overlap Analysis

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

LSGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, LSGBX may share significant positions with broad-market funds.

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