LCFPX Mutual Fund Analysis & Holdings | MarketXLS

LCFPX Mutual Fund

NAV$19.87

AUM$66,120

TER1.35%

Holdings83

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LCFPX Mutual Fund

NAV$19.87

Lord Abbett Convertible Fund Class P

AUM$66,120

TER1.35%

Holdings83

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LCFPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LCFPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LCFPX Mutual Fund Overlap Analysis

LCFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LCFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LCFPX may share significant positions with broad-market funds.

LCFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFPX tax-loss harvesting finds highly correlated but non-identical funds.