LOISX Mutual Fund Analysis & Holdings | MarketXLS

LOISX Mutual Fund

NAV$10.20

AUM$31M

TER0.47%

Holdings922

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LOISX Mutual Fund

NAV$10.20

Lord Abbett Intermediate Tax-Free Fund Class F3

AUM$31M

TER0.47%

Holdings922

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

LOISX Mutual Fund Overlap Analysis

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

LOISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 922 holdings, LOISX may share significant positions with broad-market funds.

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