LGBVX Mutual Fund Analysis & Holdings | MarketXLS

LGBVX Mutual Fund

NAV$8.01

AUM$255,174

Holdings294

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

LGBVX Mutual Fund

NAV$8.01

Lord Abbett Global Bond Fund Class R5

AUM$255,174

Holdings294

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LGBVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LGBVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LGBVX Mutual Fund Overlap Analysis

LGBVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LGBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 294 holdings, LGBVX may share significant positions with broad-market funds.

LGBVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGBVX tax-loss harvesting finds highly correlated but non-identical funds.