LTROX Mutual Fund
LTROX Mutual Fund
NAV$8.56
AUM$592M
TER0.36%
Holdings567
See how much of LTROX you already own
LTROX Mutual Fund
NAV$8.56
Lord Abbett Total Return Fund Class F3
AUM$592M
TER0.36%
Holdings567
See how much of LTROX you already own
LTROX Mutual Fund Overlap Analysis
LTROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LTROX may share significant positions with broad-market funds.
LTROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTROX tax-loss harvesting finds highly correlated but non-identical funds.