LGLOX Mutual Fund
LGLOX Mutual Fund
NAV$62.04
AUM$58M
TER0.59%
Holdings62
LGLOX Mutual Fund
NAV$62.04
Lord Abbett Growth Leaders Fund Other Class
AUM$58M
TER0.59%
Holdings62
LGLOX Mutual Fund Overlap Analysis
LGLOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGLOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, LGLOX may share significant positions with broad-market funds.
LGLOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGLOX tax-loss harvesting finds highly correlated but non-identical funds.