LTRCX Mutual Fund

NAV$8.59

TER1.29%

Holdings567

LTRCX Mutual Fund

NAV$8.59

Lord Abbett Total Return Fund Class C

TER1.29%

Holdings567

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Holdings Overlap Analysis

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

LTRCX Mutual Fund Overlap Analysis

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

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

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