LDVAX Mutual Fund Analysis & Holdings | MarketXLS

LDVAX Mutual Fund

NAV$26.63

AUM$18M

TER1.76%

Holdings147

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LDVAX Mutual Fund

NAV$26.63

AXS FTSE Venture Capital Return Tracker Fund Class A

AUM$18M

TER1.76%

Holdings147

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LDVAX Mutual Fund Overlap Analysis

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

LDVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, LDVAX may share significant positions with broad-market funds.

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