LRSRX Mutual Fund

NAV$15.13

AUM$6M

TER1.46%

Holdings61

LRSRX Mutual Fund

NAV$15.13

Lord Abbett Small-Cap Value Fund Class R3

AUM$6M

TER1.46%

Holdings61

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Holdings Overlap Analysis

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

LRSRX Mutual Fund Overlap Analysis

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

LRSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, LRSRX may share significant positions with broad-market funds.

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