LTRYX Mutual Fund
LTRYX Mutual Fund
NAV$8.59
TER0.41%
Holdings567
See how much of LTRYX you already own
LTRYX Mutual Fund
NAV$8.59
Lord Abbett Total Return Fund class I
TER0.41%
Holdings567
See how much of LTRYX you already own
LTRYX Mutual Fund Overlap Analysis
LTRYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LTRYX may share significant positions with broad-market funds.
LTRYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTRYX tax-loss harvesting finds highly correlated but non-identical funds.