LAMQX Mutual Fund Analysis & Holdings | MarketXLS

LAMQX Mutual Fund

NAV$28.24

AUM$1M

TER1.24%

Holdings56

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LAMQX Mutual Fund

NAV$28.24

Lord Abbett Dividend Growth Fund Class R2

AUM$1M

TER1.24%

Holdings56

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

LAMQX Mutual Fund Overlap Analysis

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

LAMQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LAMQX may share significant positions with broad-market funds.

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