LCEVX Mutual Fund
LCEVX Mutual Fund
NAV$19.74
TER1.58%
Holdings80
See how much of LCEVX you already own
LCEVX Mutual Fund
NAV$19.74
Invesco Diversified Dividend Funds Class C
TER1.58%
Holdings80
See how much of LCEVX you already own
LCEVX Mutual Fund Overlap Analysis
LCEVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCEVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, LCEVX may share significant positions with broad-market funds.
LCEVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCEVX tax-loss harvesting finds highly correlated but non-identical funds.