LAVFX Mutual Fund Analysis & Holdings | MarketXLS

LAVFX Mutual Fund

NAV$17.82

AUM$200M

TER0.80%

Holdings57

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LAVFX Mutual Fund

NAV$17.82

Lord Abbett Fundamental Equity Fund Cl F

AUM$200M

TER0.80%

Holdings57

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

LAVFX Mutual Fund Overlap Analysis

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

LAVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LAVFX may share significant positions with broad-market funds.

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