LGMAX Mutual Fund

NAV$27.16

AUM$417M

TER1.16%

Holdings482

LGMAX Mutual Fund

NAV$27.16

Loomis Sayles Global Allocation Fund Class A

AUM$417M

TER1.16%

Holdings482

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Holdings Overlap Analysis

Compare LGMAX 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 LGMAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

LGMAX Mutual Fund Overlap Analysis

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

LGMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 482 holdings, LGMAX may share significant positions with broad-market funds.

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