LIDOX Mutual Fund Holdings Overlap Calculator | MarketXLS

LIDOX Mutual Fund

NAV$12.34

AUM$26M

TER0.66%

Holdings81

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LIDOX Mutual Fund

NAV$12.34

Lord Abbett International Value Fund Class F3

AUM$26M

TER0.66%

Holdings81

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LIDOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LIDOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LIDOX Mutual Fund Overlap Analysis

LIDOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LIDOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, LIDOX may share significant positions with broad-market funds.

LIDOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIDOX tax-loss harvesting finds highly correlated but non-identical funds.