LAUYX Mutual Fund
LAUYX Mutual Fund
NAV$2.40
AUM$165M
TER0.51%
Holdings526
See how much of LAUYX you already own
LAUYX Mutual Fund
NAV$2.40
Lord Abbett Income Fund Class I
AUM$165M
TER0.51%
Holdings526
See how much of LAUYX you already own
LAUYX Mutual Fund Overlap Analysis
LAUYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAUYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 526 holdings, LAUYX may share significant positions with broad-market funds.
LAUYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAUYX tax-loss harvesting finds highly correlated but non-identical funds.