LVFLX Mutual Fund
LVFLX Mutual Fund
NAV$17.30
TER0.69%
Holdings31
LVFLX Mutual Fund
NAV$17.30
Lord Abbett Focused Large Cap Value Fund R6
TER0.69%
Holdings31
LVFLX Mutual Fund Overlap Analysis
LVFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, LVFLX may share significant positions with broad-market funds.
LVFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVFLX tax-loss harvesting finds highly correlated but non-identical funds.