LAFRX Mutual Fund
LAFRX Mutual Fund
NAV$22.87
TER0.94%
Holdings67
LAFRX Mutual Fund
NAV$22.87
Lord Abbett Affiliated Fund Class R3
TER0.94%
Holdings67
LAFRX Mutual Fund Overlap Analysis
LAFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LAFRX may share significant positions with broad-market funds.
LAFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAFRX tax-loss harvesting finds highly correlated but non-identical funds.