LDLVX Mutual Fund

NAV$3.83

TER0.32%

Holdings1,089

LDLVX Mutual Fund

NAV$3.83

Lord Abbett Short Duration Income Fund Class R6

TER0.32%

Holdings1,089

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Holdings Overlap Analysis

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

LDLVX Mutual Fund Overlap Analysis

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

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

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