LFTPX Mutual Fund
LFTPX Mutual Fund
NAV$13.31
TER1.07%
Holdings124
LFTPX Mutual Fund
NAV$13.31
Lincoln US Equity Income Maximizer Fund Class I
TER1.07%
Holdings124
LFTPX Mutual Fund Overlap Analysis
LFTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, LFTPX may share significant positions with broad-market funds.
LFTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTPX tax-loss harvesting finds highly correlated but non-identical funds.