LVAQX Mutual Fund
LVAQX Mutual Fund
NAV$22.74
AUM$11M
TER1.08%
Holdings223
See how much of LVAQX you already own
LVAQX Mutual Fund
NAV$22.74
LSV Small Cap Value Fund Investor Class
AUM$11M
TER1.08%
Holdings223
See how much of LVAQX you already own
LVAQX Mutual Fund Overlap Analysis
LVAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, LVAQX may share significant positions with broad-market funds.
LVAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVAQX tax-loss harvesting finds highly correlated but non-identical funds.