LIGFX Mutual Fund
LIGFX Mutual Fund
NAV$17.79
TER1.01%
Holdings15
LIGFX Mutual Fund
NAV$17.79
Lord Abbett Multi-Asset Income Fund- Class F
TER1.01%
Holdings15
LIGFX Mutual Fund Overlap Analysis
LIGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LIGFX may share significant positions with broad-market funds.
LIGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIGFX tax-loss harvesting finds highly correlated but non-identical funds.