LAMTX Mutual Fund Analysis & Holdings | MarketXLS

LAMTX Mutual Fund

NAV$28.22

TER0.64%

Holdings56

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LAMTX Mutual Fund

NAV$28.22

Lord Abbett Dividend Growth Fund Class R5

TER0.64%

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

LAMTX Mutual Fund Overlap Analysis

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

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

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