BLAVX Mutual Fund Analysis & Holdings | MarketXLS

BLAVX Mutual Fund

NAV$14.42

TER0.88%

Holdings16

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BLAVX Mutual Fund

NAV$14.42

Lord Abbett Multi-Asset Balanced Opportunity Fund Class R6

TER0.88%

Holdings16

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

BLAVX Mutual Fund Overlap Analysis

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

BLAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, BLAVX may share significant positions with broad-market funds.

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