LGRFX Mutual Fund
LGRFX Mutual Fund
NAV$10.18
TER0.47%
Holdings718
See how much of LGRFX you already own
LGRFX Mutual Fund
NAV$10.18
Lord Abbett Investment Grade Floating Rate Fund Class F
TER0.47%
Holdings718
See how much of LGRFX you already own
LGRFX Mutual Fund Overlap Analysis
LGRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, LGRFX may share significant positions with broad-market funds.
LGRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRFX tax-loss harvesting finds highly correlated but non-identical funds.