LFVAX Mutual Fund

NAV$30.21

AUM$270M

TER1.28%

Holdings42

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LFVAX Mutual Fund

NAV$30.21

Lord Abbett Focused Small Cap Value Fund Class A

AUM$270M

TER1.28%

Holdings42

See how much of LFVAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

LFVAX Mutual Fund Overlap Analysis

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

LFVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, LFVAX may share significant positions with broad-market funds.

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