LMCRX Mutual Fund

NAV$36.40

TER1.26%

Holdings60

LMCRX Mutual Fund

NAV$36.40

Lord Abbett Mid Cap Stock Fund Class R3

TER1.26%

Holdings60

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

LMCRX Mutual Fund Overlap Analysis

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

LMCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LMCRX may share significant positions with broad-market funds.

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