LDLTX Mutual Fund

NAV$3.82

AUM$63M

TER0.39%

Holdings1,089

LDLTX Mutual Fund

NAV$3.82

Lord Abbett Short Duration Income Fund Class R5

AUM$63M

TER0.39%

Holdings1,089

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Holdings Overlap Analysis

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

LDLTX Mutual Fund Overlap Analysis

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

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

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