LIXTX Mutual Fund
LIXTX Mutual Fund
NAV$17.50
TER0.91%
Holdings15
See how much of LIXTX you already own
LIXTX Mutual Fund
NAV$17.50
Lord Abbett Multi-Asset Income Fund Class R5
TER0.91%
Holdings15
See how much of LIXTX you already own
LIXTX Mutual Fund Overlap Analysis
LIXTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIXTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, LIXTX may share significant positions with broad-market funds.
LIXTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIXTX tax-loss harvesting finds highly correlated but non-identical funds.