LIXTX Mutual Fund

NAV$17.67

TER0.91%

Holdings15

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LIXTX Mutual Fund

NAV$17.67

Lord Abbett Multi-Asset Income Fund Class R5

TER0.91%

Holdings15

See inside every fund you own

$99/yr 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 LIXTX 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 LIXTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.