LDLTX Mutual Fund
LDLTX Mutual Fund
NAV$3.82
AUM$63M
TER0.39%
Holdings1,089
See how much of LDLTX you already own
LDLTX Mutual Fund
NAV$3.82
Lord Abbett Short Duration Income Fund Class R5
AUM$63M
TER0.39%
Holdings1,089
See how much of LDLTX you already own
LDLTX Mutual Fund Overlap Analysis
LDLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LDLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LDLTX may share significant positions with broad-market funds.
LDLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LDLTX tax-loss harvesting finds highly correlated but non-identical funds.