LAVVX Mutual Fund

NAV$18.51

AUM$22M

TER0.63%

Holdings57

LAVVX Mutual Fund

NAV$18.51

Lord Abbett Fundamental Equity Fund Class R6

AUM$22M

TER0.63%

Holdings57

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Holdings Overlap Analysis

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

LAVVX Mutual Fund Overlap Analysis

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

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

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