LCFRX Mutual Fund
LCFRX Mutual Fund
NAV$18.77
TER1.40%
Holdings83
See how much of LCFRX you already own
LCFRX Mutual Fund
NAV$18.77
Lord Abbett Convertible Fund class R3
TER1.40%
Holdings83
See how much of LCFRX you already own
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.