LISMX Mutual Fund Analysis & Holdings | MarketXLS

LISMX Mutual Fund

NAV$9.22

TER0.43%

Holdings40

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LISMX Mutual Fund

NAV$9.22

Lord Abbett Sustainable Municipal Bond Fund Class I

TER0.43%

Holdings40

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

LISMX Mutual Fund Overlap Analysis

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

LISMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, LISMX may share significant positions with broad-market funds.

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