LVAVX Mutual Fund
LVAVX Mutual Fund
NAV$17.40
TER0.60%
Holdings198
See how much of LVAVX you already own
LVAVX Mutual Fund
NAV$17.40
LSV Conservative Value Equity Fund Investor Class
TER0.60%
Holdings198
See how much of LVAVX you already own
LVAVX Mutual Fund Overlap Analysis
LVAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, LVAVX may share significant positions with broad-market funds.
LVAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVAVX tax-loss harvesting finds highly correlated but non-identical funds.