LADFX Mutual Fund
NAV$33.98
AUM$100M
TER0.79%
Holdings94
LADFX Mutual Fund
NAV$33.98
Lord Abbett Developing Growth Fund Class F
AUM$100M
TER0.79%
Holdings94
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LADFX Mutual Fund Overlap Analysis
LADFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LADFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, LADFX may share significant positions with broad-market funds.
LADFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LADFX tax-loss harvesting finds highly correlated but non-identical funds.