LAFVX Mutual Fund

NAV$23.20

AUM$27M

TER0.39%

Holdings67

LAFVX Mutual Fund

NAV$23.20

Lord Abbett Affiliated Fund Class R6

AUM$27M

TER0.39%

Holdings67

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LAFVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LAFVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LAFVX Mutual Fund Overlap Analysis

LAFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LAFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, LAFVX may share significant positions with broad-market funds.

LAFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAFVX tax-loss harvesting finds highly correlated but non-identical funds.