LACCX Mutual Fund
LACCX Mutual Fund
NAV$19.08
TER1.71%
Holdings83
LACCX Mutual Fund
NAV$19.08
Lord Abbett Convertible Fund Class C
TER1.71%
Holdings83
LACCX Mutual Fund Overlap Analysis
LACCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LACCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LACCX may share significant positions with broad-market funds.
LACCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LACCX tax-loss harvesting finds highly correlated but non-identical funds.