LAFSX Mutual Fund
LAFSX Mutual Fund
NAV$22.91
TER0.69%
Holdings67
LAFSX Mutual Fund
NAV$22.91
Lord Abbett Affiliated Fund Class R4
TER0.69%
Holdings67
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.