LDFOX Mutual Fund
LDFOX Mutual Fund
NAV$17.62
TER0.63%
Holdings57
See how much of LDFOX you already own
LDFOX Mutual Fund
NAV$17.62
Lord Abbett Fundamental Equity Fund Class F3
TER0.63%
Holdings57
See how much of LDFOX you already own
LDFOX Mutual Fund Overlap Analysis
LDFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LDFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LDFOX may share significant positions with broad-market funds.
LDFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LDFOX tax-loss harvesting finds highly correlated but non-identical funds.