LTRTX Mutual Fund

NAV$8.55

TER0.45%

Holdings567

LTRTX Mutual Fund

NAV$8.55

Lord Abbett Total Return Fund Class R5

TER0.45%

Holdings567

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Holdings Overlap Analysis

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

LTRTX Mutual Fund Overlap Analysis

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

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

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