LISCX Mutual Fund Analysis & Holdings | MarketXLS

LISCX Mutual Fund

NAV$10.19

AUM$400M

TER1.34%

Holdings922

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LISCX Mutual Fund

NAV$10.19

Lord Abbett Intermediate Tax-Free Fund Class C

AUM$400M

TER1.34%

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

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.