LSVMX Mutual Fund

NAV$11.26

AUM$27M

TER0.55%

Holdings114

LSVMX Mutual Fund

NAV$11.26

LSV US Managed Volatility Fund Institutional Class

AUM$27M

TER0.55%

Holdings114

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Holdings Overlap Analysis

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

LSVMX Mutual Fund Overlap Analysis

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

LSVMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, LSVMX may share significant positions with broad-market funds.

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