LFRIX Mutual Fund
LFRIX Mutual Fund
NAV$8.05
TER0.61%
Holdings475
See how much of LFRIX you already own
LFRIX Mutual Fund
NAV$8.05
Lord Abbett Floating Rate Fund Class I
TER0.61%
Holdings475
See how much of LFRIX you already own
LFRIX Mutual Fund Overlap Analysis
LFRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 475 holdings, LFRIX may share significant positions with broad-market funds.
LFRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFRIX tax-loss harvesting finds highly correlated but non-identical funds.