BLAVX Mutual Fund
BLAVX Mutual Fund
NAV$14.06
TER0.88%
Holdings14
See how much of BLAVX you already own
BLAVX Mutual Fund
NAV$14.06
Lord Abbett Multi-Asset Balanced Opportunity Fund Class R6
TER0.88%
Holdings14
See how much of BLAVX you already own
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 14 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.