LRSRX Mutual Fund
LRSRX Mutual Fund
NAV$15.38
AUM$6M
TER1.46%
Holdings61
See how much of LRSRX you already own
LRSRX Mutual Fund
NAV$15.38
Lord Abbett Small-Cap Value Fund Class R3
AUM$6M
TER1.46%
Holdings61
See how much of LRSRX you already own
LRSRX Mutual Fund Overlap Analysis
LRSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LRSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, LRSRX may share significant positions with broad-market funds.
LRSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LRSRX tax-loss harvesting finds highly correlated but non-identical funds.