LAMTX Mutual Fund
LAMTX Mutual Fund
NAV$27.71
TER0.64%
Holdings54
See how much of LAMTX you already own
LAMTX Mutual Fund
NAV$27.71
Lord Abbett Dividend Growth Fund Class R5
TER0.64%
Holdings54
See how much of LAMTX you already own
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 54 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.