LUBVX Mutual Fund

LUBVX Mutual Fund

NAV$10.02
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Holdings Overlap Analysis

Compare LUBVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LUBVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LUBVX Mutual Fund Overlap Analysis

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

LUBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 567 holdings, LUBVX may share significant positions with broad-market funds.

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