LMVWX Mutual Fund

NAV$33.13

AUM$740M

TER0.99%

Holdings42

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Just $25 once·$69/mo·Download sample

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LMVWX Mutual Fund

NAV$33.13

Lord Abbett Focused Small Cap Value Fund Class R6

AUM$740M

TER0.99%

Holdings42

See how much of LMVWX you already own

Just $25 once·$69/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 LMVWX 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 LMVWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMVWX Mutual Fund Overlap Analysis

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

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

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