LGRYX Mutual Fund
LGRYX Mutual Fund
NAV$10.19
TER0.37%
Holdings718
See how much of LGRYX you already own
LGRYX Mutual Fund
NAV$10.19
Lord Abbett Investment Grade Floating Rate Fund Class I
TER0.37%
Holdings718
See how much of LGRYX you already own
LGRYX Mutual Fund Overlap Analysis
LGRYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LGRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 718 holdings, LGRYX may share significant positions with broad-market funds.
LGRYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LGRYX tax-loss harvesting finds highly correlated but non-identical funds.