IGRSX Mutual Fund

NAV$10.19

TER0.37%

Holdings718

IGRSX Mutual Fund

NAV$10.19

Lord Abbett Investment Grade Floating Rate Fund Class R5

TER0.37%

Holdings718

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Holdings Overlap Analysis

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

IGRSX Mutual Fund Overlap Analysis

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

IGRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, IGRSX may share significant positions with broad-market funds.

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