LISAX Mutual Fund Analysis & Holdings | MarketXLS

LISAX Mutual Fund

NAV$10.20

TER0.72%

Holdings922

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

LISAX Mutual Fund

NAV$10.20

Lord Abbett Intermediate Tax-Free Fund Class A

TER0.72%

Holdings922

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

Compare With

🔍

Discover Portfolio Overlap

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

LISAX Mutual Fund Overlap Analysis

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

LISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 922 holdings, LISAX may share significant positions with broad-market funds.

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