LBCQX Mutual Fund
LBCQX Mutual Fund
NAV$19.26
AUM$76,430
TER1.50%
Holdings83
See how much of LBCQX you already own
LBCQX Mutual Fund
NAV$19.26
Lord Abbett Convertible Fund class R2
AUM$76,430
TER1.50%
Holdings83
See how much of LBCQX you already own
LBCQX Mutual Fund Overlap Analysis
LBCQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LBCQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LBCQX may share significant positions with broad-market funds.
LBCQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBCQX tax-loss harvesting finds highly correlated but non-identical funds.