LAFSX Mutual Fund
LAFSX Mutual Fund
NAV$22.25
TER0.69%
Holdings67
See how much of LAFSX you already own
LAFSX Mutual Fund
NAV$22.25
Lord Abbett Affiliated Fund Class R4
TER0.69%
Holdings67
See how much of LAFSX you already own
LAFSX Mutual Fund Overlap Analysis
LAFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LAFSX may share significant positions with broad-market funds.
LAFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAFSX tax-loss harvesting finds highly correlated but non-identical funds.