LGRUX Mutual Fund
LGRUX Mutual Fund
NAV$10.19
TER0.31%
Holdings718
See how much of LGRUX you already own
LGRUX Mutual Fund
NAV$10.19
Lord Abbett Investment Grade Floating Rate Fund Class R6
TER0.31%
Holdings718
See how much of LGRUX you already own
LGRUX Mutual Fund Overlap Analysis
LGRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, LGRUX may share significant positions with broad-market funds.
LGRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRUX tax-loss harvesting finds highly correlated but non-identical funds.