LGMNX Mutual Fund
NAV$27.62
AUM$262M
TER0.83%
Holdings482
LGMNX Mutual Fund
NAV$27.62
Loomis Sayles Global Allocation Fund Class N
AUM$262M
TER0.83%
Holdings482

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LGMNX Mutual Fund Overlap Analysis
LGMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 482 holdings, LGMNX may share significant positions with broad-market funds.
LGMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGMNX tax-loss harvesting finds highly correlated but non-identical funds.