LIXRX Mutual Fund
LIXRX Mutual Fund
NAV$17.75
TER1.41%
Holdings15
LIXRX Mutual Fund
NAV$17.75
Lord Abbett Multi-Asset Income Fund- Class R3
TER1.41%
Holdings15
LIXRX Mutual Fund Overlap Analysis
LIXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LIXRX may share significant positions with broad-market funds.
LIXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIXRX tax-loss harvesting finds highly correlated but non-identical funds.