LMIYX Mutual Fund
NAV$29.49
TER1.13%
Holdings77
LMIYX Mutual Fund
NAV$29.49
Lord Abbett Micro Cap Growth Fund Class I
TER1.13%
Holdings77

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LMIYX Mutual Fund Overlap Analysis
LMIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, LMIYX may share significant positions with broad-market funds.
LMIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMIYX tax-loss harvesting finds highly correlated but non-identical funds.