LAIIX Mutual Fund Analysis & Holdings | MarketXLS

LAIIX Mutual Fund

NAV$10.20

AUM$576M

TER0.52%

Holdings922

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LAIIX Mutual Fund

NAV$10.20

Lord Abbett Intermediate Tax-Free Fund Class I

AUM$576M

TER0.52%

Holdings922

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare LAIIX 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 LAIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.