LSGLX Mutual Fund
NAV$14.95
AUM$114M
TER0.92%
Holdings327
LSGLX Mutual Fund
NAV$14.95
Loomis Sayles Global Bond Fund Retail Class
AUM$114M
TER0.92%
Holdings327
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LSGLX Mutual Fund Overlap Analysis
LSGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, LSGLX may share significant positions with broad-market funds.
LSGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSGLX tax-loss harvesting finds highly correlated but non-identical funds.