LSDAX Mutual Fund Analysis & Holdings | MarketXLS

LSDAX Mutual Fund

NAV$15.08

AUM$589M

TER0.65%

Holdings270

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LSDAX Mutual Fund

NAV$15.08

Lord Abbett Short Duration Tax Free Fund Class A

AUM$589M

TER0.65%

Holdings270

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LSDAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LSDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 270 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.