ELMFX Mutual Fund Holdings Overlap Calculator | MarketXLS

ELMFX Mutual Fund

NAV$26.19

TER0.90%

Holdings91

See what you own twice

Check ELMFX against your other funds. Free for up to 5.

Check my overlap

ELMFX Mutual Fund

NAV$26.19

Lord Abbett Emerging Markets Equity Fund Class F

TER0.90%

Holdings91

See what you own twice

Check ELMFX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ELMFX Mutual Fund Overlap Analysis

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

ELMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, ELMFX may share significant positions with broad-market funds.

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