LAUVX Mutual Fund
LAUVX Mutual Fund
NAV$2.38
AUM$41M
TER0.44%
Holdings526
See how much of LAUVX you already own
LAUVX Mutual Fund
NAV$2.38
Lord Abbett Income Fund Class R6
AUM$41M
TER0.44%
Holdings526
See how much of LAUVX you already own
LAUVX Mutual Fund Overlap Analysis
LAUVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAUVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 526 holdings, LAUVX may share significant positions with broad-market funds.
LAUVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAUVX tax-loss harvesting finds highly correlated but non-identical funds.