LFVCX Mutual Fund
LFVCX Mutual Fund
NAV$32.11
TER2.03%
Holdings42
See how much of LFVCX you already own
LFVCX Mutual Fund
NAV$32.11
Lord Abbett Focused Small Cap Value Fund Class C
TER2.03%
Holdings42
See how much of LFVCX you already own
LFVCX Mutual Fund Overlap Analysis
LFVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, LFVCX may share significant positions with broad-market funds.
LFVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFVCX tax-loss harvesting finds highly correlated but non-identical funds.