LSVGX Mutual Fund Analysis & Holdings | MarketXLS

LSVGX Mutual Fund

NAV$21.43

AUM$110M

TER0.90%

Holdings235

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LSVGX Mutual Fund

NAV$21.43

LSV Global Value Fund Institutional Class

AUM$110M

TER0.90%

Holdings235

See inside every fund you own

$99/yr 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 LSVGX 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 LSVGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LSVGX Mutual Fund Overlap Analysis

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

LSVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 235 holdings, LSVGX may share significant positions with broad-market funds.

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