LABPX Mutual Fund
LABPX Mutual Fund
NAV$14.14
TER1.40%
Holdings16
LABPX Mutual Fund
NAV$14.14
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class P
TER1.40%
Holdings16
LABPX Mutual Fund Overlap Analysis
LABPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LABPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LABPX may share significant positions with broad-market funds.
LABPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LABPX tax-loss harvesting finds highly correlated but non-identical funds.