LOLDX Mutual Fund

NAV$3.83

AUM$4.0B

TER0.32%

Holdings1,089

LOLDX Mutual Fund

NAV$3.83

Lord Abbett Short Duration Income Fund Class F3

AUM$4.0B

TER0.32%

Holdings1,089

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Holdings Overlap Analysis

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

LOLDX Mutual Fund Overlap Analysis

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

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

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