LALDX Mutual Fund

NAV$3.83

AUM$9.4B

TER0.59%

Holdings1,089

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LALDX Mutual Fund

NAV$3.83

Lord Abbett Short Duration Income Fund Class A

AUM$9.4B

TER0.59%

Holdings1,089

See how much of LALDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

LALDX Mutual Fund Overlap Analysis

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

LALDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LALDX may share significant positions with broad-market funds.

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