LAFTX Mutual Fund
LAFTX Mutual Fund
NAV$22.46
TER0.44%
Holdings67
See how much of LAFTX you already own
LAFTX Mutual Fund
NAV$22.46
Lord Abbett Affiliated Fund Class R5
TER0.44%
Holdings67
See how much of LAFTX you already own
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.