LCFFX Mutual Fund
NAV$9.96
TER0.70%
Holdings291
LCFFX Mutual Fund
NAV$9.96
Lord Abbett California Tax Free Fund Class F
TER0.70%
Holdings291
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$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
LCFFX Mutual Fund Overlap Analysis
LCFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, LCFFX may share significant positions with broad-market funds.
LCFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFFX tax-loss harvesting finds highly correlated but non-identical funds.