LIGQX Mutual Fund Analysis & Holdings | MarketXLS

LIGQX Mutual Fund

NAV$18.43

TER1.51%

Holdings15

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LIGQX Mutual Fund

NAV$18.43

Lord Abbett Multi-Asset Income Fund- Class R2

TER1.51%

Holdings15

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 LIGQX 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 LIGQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LIGQX Mutual Fund Overlap Analysis

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

LIGQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LIGQX may share significant positions with broad-market funds.

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