LABYX Mutual Fund Analysis & Holdings | MarketXLS

LABYX Mutual Fund

NAV$14.31

AUM$12M

TER0.95%

Holdings16

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LABYX Mutual Fund

NAV$14.31

Lord Abbett Multi-Asset Balanced Opportunity Fund- Class I

AUM$12M

TER0.95%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

LABYX Mutual Fund Overlap Analysis

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

LABYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LABYX may share significant positions with broad-market funds.

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