ALFVX Mutual Fund

NAV$34.05

AUM$4M

TER1.13%

Holdings6

ALFVX Mutual Fund

NAV$34.05

Lord Abbett Alpha Strategy Fund Class R6

AUM$4M

TER1.13%

Holdings6

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Holdings Overlap Analysis

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

ALFVX Mutual Fund Overlap Analysis

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

ALFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, ALFVX may share significant positions with broad-market funds.

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