LSGSX Mutual Fund

NAV$9.39

AUM$130M

TER0.40%

Holdings52

LSGSX Mutual Fund

NAV$9.39

Loomis Sayles Inflation Protected Securities Fund Insti Class

AUM$130M

TER0.40%

Holdings52

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Holdings Overlap Analysis

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

LSGSX Mutual Fund Overlap Analysis

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

LSGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, LSGSX may share significant positions with broad-market funds.

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