LCFYX Mutual Fund
LCFYX Mutual Fund
NAV$19.35
TER0.90%
Holdings83
See how much of LCFYX you already own
LCFYX Mutual Fund
NAV$19.35
Lord Abbett Convertible Fund Class I
TER0.90%
Holdings83
See how much of LCFYX you already own
LCFYX Mutual Fund Overlap Analysis
LCFYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, LCFYX may share significant positions with broad-market funds.
LCFYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCFYX tax-loss harvesting finds highly correlated but non-identical funds.