LSDAX Mutual Fund
LSDAX Mutual Fund
NAV$14.75
AUM$589M
TER0.65%
Holdings274
See how much of LSDAX you already own
LSDAX Mutual Fund
NAV$14.75
Lord Abbett Short Duration Tax Free Fund Class A
AUM$589M
TER0.65%
Holdings274
See how much of LSDAX you already own
LSDAX Mutual Fund Overlap Analysis
LSDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 274 holdings, LSDAX may share significant positions with broad-market funds.
LSDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSDAX tax-loss harvesting finds highly correlated but non-identical funds.