LFROX Mutual Fund
LFROX Mutual Fund
NAV$8.05
AUM$207M
TER0.54%
Holdings493
See how much of LFROX you already own
LFROX Mutual Fund
NAV$8.05
Lord Abbett Floating Rate Fund Class F3
AUM$207M
TER0.54%
Holdings493
See how much of LFROX you already own
LFROX Mutual Fund Overlap Analysis
LFROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, LFROX may share significant positions with broad-market funds.
LFROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFROX tax-loss harvesting finds highly correlated but non-identical funds.