BLATX Mutual Fund
BLATX Mutual Fund
NAV$14.19
TER0.95%
Holdings14
See how much of BLATX you already own
BLATX Mutual Fund
NAV$14.19
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R5
TER0.95%
Holdings14
See how much of BLATX you already own
BLATX Mutual Fund Overlap Analysis
BLATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, BLATX may share significant positions with broad-market funds.
BLATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLATX tax-loss harvesting finds highly correlated but non-identical funds.