LBNVX Mutual Fund
LBNVX Mutual Fund
NAV$7.07
AUM$124M
TER0.67%
Holdings974
See how much of LBNVX you already own
LBNVX Mutual Fund
NAV$7.07
Lord Abbett Bond Debenture Fund
AUM$124M
TER0.67%
Holdings974
See how much of LBNVX you already own
LBNVX Mutual Fund Overlap Analysis
LBNVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LBNVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 974 holdings, LBNVX may share significant positions with broad-market funds.
LBNVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LBNVX tax-loss harvesting finds highly correlated but non-identical funds.