BLAQX Mutual Fund
BLAQX Mutual Fund
NAV$14.54
TER1.55%
Holdings14
See how much of BLAQX you already own
BLAQX Mutual Fund
NAV$14.54
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class R2
TER1.55%
Holdings14
See how much of BLAQX you already own
BLAQX Mutual Fund Overlap Analysis
BLAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, BLAQX may share significant positions with broad-market funds.
BLAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLAQX tax-loss harvesting finds highly correlated but non-identical funds.