LCFOX Mutual Fund
LCFOX Mutual Fund
NAV$9.58
AUM$7M
TER0.57%
Holdings291
See how much of LCFOX you already own
LCFOX Mutual Fund
NAV$9.58
Lord Abbett California Tax Free Fund Class F3
AUM$7M
TER0.57%
Holdings291
See how much of LCFOX you already own
LCFOX Mutual Fund Overlap Analysis
LCFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, LCFOX may share significant positions with broad-market funds.
LCFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFOX tax-loss harvesting finds highly correlated but non-identical funds.