LCFRX Mutual Fund Analysis & Holdings | MarketXLS

LCFRX Mutual Fund

NAV$19.18

TER1.40%

Holdings83

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LCFRX Mutual Fund

NAV$19.18

Lord Abbett Convertible Fund class R3

TER1.40%

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 LCFRX 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 LCFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LCFRX Mutual Fund Overlap Analysis

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

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

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