LAMHX Mutual Fund
NAV$28.51
AUM$11M
TER0.59%
Holdings56
LAMHX Mutual Fund
NAV$28.51
Lord Abbett Dividend Growth Fund Class R6
AUM$11M
TER0.59%
Holdings56
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LAMHX Mutual Fund Overlap Analysis
LAMHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LAMHX may share significant positions with broad-market funds.
LAMHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAMHX tax-loss harvesting finds highly correlated but non-identical funds.