LAMSX Mutual Fund
LAMSX Mutual Fund
NAV$27.78
AUM$5M
TER0.89%
Holdings56
LAMSX Mutual Fund
NAV$27.78
Lord Abbett Dividend Growth Fund Class R4
AUM$5M
TER0.89%
Holdings56
LAMSX Mutual Fund Overlap Analysis
LAMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, LAMSX may share significant positions with broad-market funds.
LAMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAMSX tax-loss harvesting finds highly correlated but non-identical funds.