LTRAX Mutual Fund

NAV$8.57

AUM$1.2B

TER0.65%

Holdings567

LTRAX Mutual Fund

NAV$8.57

Lord Abbett Total Return Fund Class A

AUM$1.2B

TER0.65%

Holdings567

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Holdings Overlap Analysis

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

LTRAX Mutual Fund Overlap Analysis

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

LTRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LTRAX may share significant positions with broad-market funds.

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