LGOTX Mutual Fund
LGOTX Mutual Fund
NAV$36.89
AUM$79,750
TER0.71%
Holdings80
See how much of LGOTX you already own
LGOTX Mutual Fund
NAV$36.89
Lord Abbett Growth Opportunities Fund Class R5
AUM$79,750
TER0.71%
Holdings80
See how much of LGOTX you already own
LGOTX Mutual Fund Overlap Analysis
LGOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LGOTX may share significant positions with broad-market funds.
LGOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGOTX tax-loss harvesting finds highly correlated but non-identical funds.