LALDX Mutual Fund
NAV$3.83
AUM$9.4B
TER0.59%
Holdings1,089
LALDX Mutual Fund
NAV$3.83
Lord Abbett Short Duration Income Fund Class A
AUM$9.4B
TER0.59%
Holdings1,089
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LALDX Mutual Fund Overlap Analysis
LALDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LALDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LALDX may share significant positions with broad-market funds.
LALDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LALDX tax-loss harvesting finds highly correlated but non-identical funds.