IGRSX Mutual Fund
IGRSX Mutual Fund
NAV$10.18
TER0.37%
Holdings718
See how much of IGRSX you already own
IGRSX Mutual Fund
NAV$10.18
Lord Abbett Investment Grade Floating Rate Fund Class R5
TER0.37%
Holdings718
See how much of IGRSX you already own
IGRSX Mutual Fund Overlap Analysis
IGRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IGRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, IGRSX may share significant positions with broad-market funds.
IGRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IGRSX tax-loss harvesting finds highly correlated but non-identical funds.