LSDFX Mutual Fund

NAV$15.08

TER0.55%

Holdings270

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

LSDFX Mutual Fund

NAV$15.08

Lord Abbett Short Duration Tax Free Fund Class F

TER0.55%

Holdings270

See inside every fund you own

$99/yr 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 LSDFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

LSDFX Mutual Fund Overlap Analysis

LSDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LSDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 270 holdings, LSDFX may share significant positions with broad-market funds.

LSDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LSDFX tax-loss harvesting finds highly correlated but non-identical funds.