LAMRX Mutual Fund

NAV$27.61

AUM$16M

TER1.14%

Holdings56

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LAMRX Mutual Fund

NAV$27.61

Lord Abbett Dividend Growth Fund Class R3

AUM$16M

TER1.14%

Holdings56

See inside every fund you own

$99/yr 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 LAMRX 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 LAMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LAMRX Mutual Fund Overlap Analysis

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

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

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