LFTAX Mutual Fund
LFTAX Mutual Fund
NAV$10.77
TER1.37%
Holdings96
See how much of LFTAX you already own
LFTAX Mutual Fund
NAV$10.77
Lincoln Inflation Plus Fund Class A
TER1.37%
Holdings96
See how much of LFTAX you already own
LFTAX Mutual Fund Overlap Analysis
LFTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, LFTAX may share significant positions with broad-market funds.
LFTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTAX tax-loss harvesting finds highly correlated but non-identical funds.