LISDX Mutual Fund

NAV$15.03

AUM$107M

TER0.45%

Holdings270

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Just $25 once·$99/mo·Download sample

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LISDX Mutual Fund

NAV$15.03

Lord Abbett Short Duration Tax Free Fund Class I

AUM$107M

TER0.45%

Holdings270

See how much of LISDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LISDX Mutual Fund Overlap Analysis

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

LISDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 270 holdings, LISDX may share significant positions with broad-market funds.

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