LAFTX Mutual Fund
LAFTX Mutual Fund
NAV$23.04
TER0.44%
Holdings67
LAFTX Mutual Fund
NAV$23.04
Lord Abbett Affiliated Fund Class R5
TER0.44%
Holdings67
LAFTX Mutual Fund Overlap Analysis
LAFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LAFTX may share significant positions with broad-market funds.
LAFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAFTX tax-loss harvesting finds highly correlated but non-identical funds.