LOFLX Mutual Fund
LOFLX Mutual Fund
NAV$17.30
AUM$555M
TER0.69%
Holdings31
LOFLX Mutual Fund
NAV$17.30
Lord Abbett Focused Large Cap Value Fund Class F3
AUM$555M
TER0.69%
Holdings31
LOFLX Mutual Fund Overlap Analysis
LOFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LOFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LOFLX may share significant positions with broad-market funds.
LOFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LOFLX tax-loss harvesting finds highly correlated but non-identical funds.