LAGVX Mutual Fund

NAV$2.38

AUM$899M

TER0.71%

Holdings526

LAGVX Mutual Fund

NAV$2.38

Lord Abbett Income Fund class A

AUM$899M

TER0.71%

Holdings526

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare LAGVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LAGVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LAGVX Mutual Fund Overlap Analysis

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

LAGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 526 holdings, LAGVX may share significant positions with broad-market funds.

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