BLATX Mutual Fund
BLATX Mutual Fund
NAV$14.35
TER0.95%
Holdings16
BLATX Mutual Fund
NAV$14.35
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R5
TER0.95%
Holdings16
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 16 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.