LAGWX Mutual Fund
NAV$31.95
AUM$669M
TER0.94%
Holdings94
LAGWX Mutual Fund
NAV$31.95
Lord Abbett Developing Growth Fund Class A
AUM$669M
TER0.94%
Holdings94
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LAGWX Mutual Fund Overlap Analysis
LAGWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAGWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, LAGWX may share significant positions with broad-market funds.
LAGWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAGWX tax-loss harvesting finds highly correlated but non-identical funds.