LAVRX Mutual Fund
LAVRX Mutual Fund
NAV$16.71
AUM$106M
TER1.20%
Holdings57
See how much of LAVRX you already own
LAVRX Mutual Fund
NAV$16.71
Lord Abbett Fundamental Equity Fund Cl R3
AUM$106M
TER1.20%
Holdings57
See how much of LAVRX you already own
LAVRX Mutual Fund Overlap Analysis
LAVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LAVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, LAVRX may share significant positions with broad-market funds.
LAVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LAVRX tax-loss harvesting finds highly correlated but non-identical funds.