LAIIX Mutual Fund
LAIIX Mutual Fund
NAV$9.90
AUM$576M
TER0.52%
Holdings922
See how much of LAIIX you already own
LAIIX Mutual Fund
NAV$9.90
Lord Abbett Intermediate Tax-Free Fund Class I
AUM$576M
TER0.52%
Holdings922
See how much of LAIIX you already own
LAIIX Mutual Fund Overlap Analysis
LAIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 922 holdings, LAIIX may share significant positions with broad-market funds.
LAIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAIIX tax-loss harvesting finds highly correlated but non-identical funds.