LCFTX Mutual Fund
LCFTX Mutual Fund
NAV$18.96
TER0.90%
Holdings83
See how much of LCFTX you already own
LCFTX Mutual Fund
NAV$18.96
Lord Abbett Convertible Fund Class R5
TER0.90%
Holdings83
See how much of LCFTX you already own
LCFTX Mutual Fund Overlap Analysis
LCFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LCFTX may share significant positions with broad-market funds.
LCFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFTX tax-loss harvesting finds highly correlated but non-identical funds.