LAMCX Mutual Fund
NAV$27.24
AUM$222M
TER1.64%
Holdings56
LAMCX Mutual Fund
NAV$27.24
Lord Abbett Dividend Growth Fund Class C
AUM$222M
TER1.64%
Holdings56
LAMCX Mutual Fund Overlap Analysis
LAMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LAMCX may share significant positions with broad-market funds.
LAMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAMCX tax-loss harvesting finds highly correlated but non-identical funds.