LFRRX Mutual Fund
LFRRX Mutual Fund
NAV$8.04
AUM$2M
TER1.21%
Holdings493
See how much of LFRRX you already own
LFRRX Mutual Fund
NAV$8.04
Lord Abbett Floating Rate Fund Class R2
AUM$2M
TER1.21%
Holdings493
See how much of LFRRX you already own
LFRRX Mutual Fund Overlap Analysis
LFRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, LFRRX may share significant positions with broad-market funds.
LFRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFRRX tax-loss harvesting finds highly correlated but non-identical funds.