LOBFX Mutual Fund Analysis & Holdings | MarketXLS

LOBFX Mutual Fund

NAV$14.42

AUM$11,060

TER0.88%

Holdings16

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LOBFX Mutual Fund

NAV$14.42

Lord Abbett Multi-Asset Balanced Opportunity Fund Class F3

AUM$11,060

TER0.88%

Holdings16

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

LOBFX Mutual Fund Overlap Analysis

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

LOBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, LOBFX may share significant positions with broad-market funds.

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