LRSYX Mutual Fund

NAV$23.69

AUM$439M

TER0.96%

Holdings61

LRSYX Mutual Fund

NAV$23.69

Lord Abbett Small-Cap Value Fund Class I

AUM$439M

TER0.96%

Holdings61

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Holdings Overlap Analysis

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

LRSYX Mutual Fund Overlap Analysis

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

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

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