LAUYX Mutual Fund

NAV$2.38

AUM$165M

TER0.51%

Holdings526

LAUYX Mutual Fund

NAV$2.38

Lord Abbett Income Fund Class I

AUM$165M

TER0.51%

Holdings526

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

LAUYX Mutual Fund Overlap Analysis

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

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

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