LDFVX Mutual Fund

NAV$18.07

TER0.95%

Holdings57

LDFVX Mutual Fund

NAV$18.07

Lord Abbett Fundamental Equity Fund Class A

TER0.95%

Holdings57

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Holdings Overlap Analysis

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

LDFVX Mutual Fund Overlap Analysis

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

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

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