LOLDX Mutual Fund

NAV$3.84

AUM$4.0B

TER0.32%

Holdings1,089

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Just $25 once·$69/mo·Download sample

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LOLDX Mutual Fund

NAV$3.84

Lord Abbett Short Duration Income Fund Class F3

AUM$4.0B

TER0.32%

Holdings1,089

See how much of LOLDX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LOLDX Mutual Fund Overlap Analysis

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

LOLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1089 holdings, LOLDX may share significant positions with broad-market funds.

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