LDLRX Mutual Fund

NAV$3.83

AUM$340M

TER0.89%

Holdings1,089

LDLRX Mutual Fund

NAV$3.83

Lord Abbett Short Duration Income Fund Class R3

AUM$340M

TER0.89%

Holdings1,089

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

LDLRX Mutual Fund Overlap Analysis

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

LDLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LDLRX may share significant positions with broad-market funds.

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