LISCX Mutual Fund
LISCX Mutual Fund
NAV$9.89
AUM$400M
TER1.34%
Holdings922
See how much of LISCX you already own
LISCX Mutual Fund
NAV$9.89
Lord Abbett Intermediate Tax-Free Fund Class C
AUM$400M
TER1.34%
Holdings922
See how much of LISCX you already own
LISCX Mutual Fund Overlap Analysis
LISCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LISCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 922 holdings, LISCX may share significant positions with broad-market funds.
LISCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LISCX tax-loss harvesting finds highly correlated but non-identical funds.