LCFIX Mutual Fund
LCFIX Mutual Fund
NAV$9.58
TER0.80%
Holdings291
See how much of LCFIX you already own
LCFIX Mutual Fund
NAV$9.58
Lord Abbett California Tax Free Fund Cl A
TER0.80%
Holdings291
See how much of LCFIX you already own
LCFIX Mutual Fund Overlap Analysis
LCFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, LCFIX may share significant positions with broad-market funds.
LCFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFIX tax-loss harvesting finds highly correlated but non-identical funds.