LRSSX Mutual Fund
LRSSX Mutual Fund
NAV$17.23
TER1.21%
Holdings61
See how much of LRSSX you already own
LRSSX Mutual Fund
NAV$17.23
Lord Abbett Small-Cap Value Fund Class R4
TER1.21%
Holdings61
See how much of LRSSX you already own
LRSSX Mutual Fund Overlap Analysis
LRSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LRSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, LRSSX may share significant positions with broad-market funds.
LRSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LRSSX tax-loss harvesting finds highly correlated but non-identical funds.