LTRAX Mutual Fund
LTRAX Mutual Fund
NAV$8.55
AUM$1.2B
TER0.65%
Holdings567
See how much of LTRAX you already own
LTRAX Mutual Fund
NAV$8.55
Lord Abbett Total Return Fund Class A
AUM$1.2B
TER0.65%
Holdings567
See how much of LTRAX you already own
LTRAX Mutual Fund Overlap Analysis
LTRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LTRAX may share significant positions with broad-market funds.
LTRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTRAX tax-loss harvesting finds highly correlated but non-identical funds.