LAFCX Mutual Fund
LAFCX Mutual Fund
NAV$23.08
AUM$117M
TER1.44%
Holdings67
LAFCX Mutual Fund
NAV$23.08
Lord Abbett Affiliated Fund Inc. Class C
AUM$117M
TER1.44%
Holdings67
LAFCX Mutual Fund Overlap Analysis
LAFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LAFCX may share significant positions with broad-market funds.
LAFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAFCX tax-loss harvesting finds highly correlated but non-identical funds.