LRSCX Mutual Fund
LRSCX Mutual Fund
NAV$17.42
TER1.21%
Holdings61
LRSCX Mutual Fund
NAV$17.42
Lord Abbett Small-Cap Value Fund Class A
TER1.21%
Holdings61
LRSCX Mutual Fund Overlap Analysis
LRSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LRSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, LRSCX may share significant positions with broad-market funds.
LRSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LRSCX tax-loss harvesting finds highly correlated but non-identical funds.