LDLAX Mutual Fund
NAV$3.85
TER1.22%
Holdings1,089
LDLAX Mutual Fund
NAV$3.85
Lord Abbett Short Duration Income Fund Class c
TER1.22%
Holdings1,089
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LDLAX Mutual Fund Overlap Analysis
LDLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LDLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LDLAX may share significant positions with broad-market funds.
LDLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LDLAX tax-loss harvesting finds highly correlated but non-identical funds.