LSGGX Mutual Fund
NAV$21.74
AUM$80M
TER0.95%
Holdings46
LSGGX Mutual Fund
NAV$21.74
Loomis Sayles Global Growth Fund Class Y
AUM$80M
TER0.95%
Holdings46

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LSGGX Mutual Fund Overlap Analysis
LSGGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, LSGGX may share significant positions with broad-market funds.
LSGGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSGGX tax-loss harvesting finds highly correlated but non-identical funds.