LSDCX Mutual Fund
NAV$15.08
AUM$99M
TER1.28%
Holdings270
LSDCX Mutual Fund
NAV$15.08
Lord Abbett Short Duration Tax Free Fund Class C
AUM$99M
TER1.28%
Holdings270
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LSDCX Mutual Fund Overlap Analysis
LSDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LSDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 270 holdings, LSDCX may share significant positions with broad-market funds.
LSDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSDCX tax-loss harvesting finds highly correlated but non-identical funds.