LFRFX Mutual Fund
LFRFX Mutual Fund
NAV$8.05
AUM$5.3B
TER0.71%
Holdings475
See how much of LFRFX you already own
LFRFX Mutual Fund
NAV$8.05
Lord Abbett Floating Rate Fund Class F
AUM$5.3B
TER0.71%
Holdings475
See how much of LFRFX you already own
LFRFX Mutual Fund Overlap Analysis
LFRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 475 holdings, LFRFX may share significant positions with broad-market funds.
LFRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFRFX tax-loss harvesting finds highly correlated but non-identical funds.