LUBFX Mutual Fund Analysis & Holdings | MarketXLS

LUBFX Mutual Fund

NAV$10.01

TER0.39%

Holdings567

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LUBFX Mutual Fund

NAV$10.01

Lord Abbett Ultra Short Bond Fund Class F

TER0.39%

Holdings567

See inside every fund you own

$45/quarter 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 LUBFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

LUBFX Mutual Fund Overlap Analysis

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

LUBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LUBFX may share significant positions with broad-market funds.

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