BLARX Mutual Fund
BLARX Mutual Fund
NAV$14.12
TER1.45%
Holdings16
See how much of BLARX you already own
BLARX Mutual Fund
NAV$14.12
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class R3
TER1.45%
Holdings16
See how much of BLARX you already own
BLARX Mutual Fund Overlap Analysis
BLARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, BLARX may share significant positions with broad-market funds.
BLARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLARX tax-loss harvesting finds highly correlated but non-identical funds.