LMVOX Mutual Fund
LMVOX Mutual Fund
NAV$33.55
AUM$321M
TER0.99%
Holdings42
See how much of LMVOX you already own
LMVOX Mutual Fund
NAV$33.55
Lord Abbett Focused Small Cap Value Fund Class F3
AUM$321M
TER0.99%
Holdings42
See how much of LMVOX you already own
LMVOX Mutual Fund Overlap Analysis
LMVOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LMVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, LMVOX may share significant positions with broad-market funds.
LMVOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LMVOX tax-loss harvesting finds highly correlated but non-identical funds.