LONSX Mutual Fund
NAV$10.23
TER0.56%
Holdings708
LONSX Mutual Fund
NAV$10.23
Lord Abbett National Tax-Free Income Fund class F3
TER0.56%
Holdings708
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LONSX Mutual Fund Overlap Analysis
LONSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LONSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 708 holdings, LONSX may share significant positions with broad-market funds.
LONSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LONSX tax-loss harvesting finds highly correlated but non-identical funds.