LAMSX Mutual Fund
LAMSX Mutual Fund
NAV$26.70
AUM$5M
TER0.89%
Holdings54
See how much of LAMSX you already own
LAMSX Mutual Fund
NAV$26.70
Lord Abbett Dividend Growth Fund Class R4
AUM$5M
TER0.89%
Holdings54
See how much of LAMSX you already own
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 54 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.