LABYX Mutual Fund
LABYX Mutual Fund
NAV$13.97
AUM$12M
TER0.95%
Holdings14
See how much of LABYX you already own
LABYX Mutual Fund
NAV$13.97
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class I
AUM$12M
TER0.95%
Holdings14
See how much of LABYX you already own
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 14 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.