LDVCX Mutual Fund Analysis & Holdings | MarketXLS

LDVCX Mutual Fund

NAV$24.32

AUM$3M

TER2.51%

Holdings147

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

LDVCX Mutual Fund

NAV$24.32

AXS FTSE Venture Capital Return Tracker Fund Class C

AUM$3M

TER2.51%

Holdings147

See inside every fund you own

$149/yr 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 LDVCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LDVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LDVCX Mutual Fund Overlap Analysis

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

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

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