LDVIX Mutual Fund Analysis & Holdings | MarketXLS

LDVIX Mutual Fund

NAV$27.69

AUM$51M

TER1.51%

Holdings147

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LDVIX Mutual Fund

NAV$27.69

AXS FTSE Venture Capital Return Tracker Fund Class I

AUM$51M

TER1.51%

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

LDVIX Mutual Fund Overlap Analysis

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

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

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