LUBAX Mutual Fund

NAV$9.99

AUM$8.4B

TER0.44%

Holdings678

See how much of LUBAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

LUBAX Mutual Fund

NAV$9.99

Lord Abbett Ultra Short Bond Fund Class A

AUM$8.4B

TER0.44%

Holdings678

See how much of LUBAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LUBAX 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 LUBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LUBAX Mutual Fund Overlap Analysis

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

LUBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 678 holdings, LUBAX may share significant positions with broad-market funds.

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