LAFCX Mutual Fund
LAFCX Mutual Fund
NAV$22.44
AUM$117M
TER1.44%
Holdings67
See how much of LAFCX you already own
LAFCX Mutual Fund
NAV$22.44
Lord Abbett Affiliated Fund Inc. Class C
AUM$117M
TER1.44%
Holdings67
See how much of LAFCX you already own
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.