LADTX Mutual Fund

NAV$40.32

AUM$4M

TER0.69%

Holdings94

LADTX Mutual Fund

NAV$40.32

Lord Abbett Developing Growth Fund Class R5

AUM$4M

TER0.69%

Holdings94

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Holdings Overlap Analysis

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

LADTX Mutual Fund Overlap Analysis

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

LADTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, LADTX may share significant positions with broad-market funds.

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