LFROX Mutual Fund

NAV$8.05

AUM$207M

TER0.54%

Holdings475

LFROX Mutual Fund

NAV$8.05

Lord Abbett Floating Rate Fund Class F3

AUM$207M

TER0.54%

Holdings475

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Holdings Overlap Analysis

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

LFROX Mutual Fund Overlap Analysis

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

LFROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 475 holdings, LFROX may share significant positions with broad-market funds.

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