ALFKX Mutual Fund

NAV$31.85

AUM$4M

TER1.47%

Holdings6

ALFKX Mutual Fund

NAV$31.85

Lord Abbett Alpha Strategy Fund Class R4

AUM$4M

TER1.47%

Holdings6

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Holdings Overlap Analysis

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

ALFKX Mutual Fund Overlap Analysis

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

ALFKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, ALFKX may share significant positions with broad-market funds.

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