LGRAX Mutual Fund
LGRAX Mutual Fund
NAV$10.19
TER0.57%
Holdings718
See how much of LGRAX you already own
LGRAX Mutual Fund
NAV$10.19
Lord Abbett Investment Grade Floating Rate Fund Class A
TER0.57%
Holdings718
See how much of LGRAX you already own
LGRAX Mutual Fund Overlap Analysis
LGRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, LGRAX may share significant positions with broad-market funds.
LGRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRAX tax-loss harvesting finds highly correlated but non-identical funds.