LVITX Mutual Fund
LVITX Mutual Fund
NAV$4.64
AUM$70M
TER0.79%
Holdings883
See how much of LVITX you already own
LVITX Mutual Fund
NAV$4.64
Western Asset Core Plus VIT Portfolio CL II
AUM$70M
TER0.79%
Holdings883
See how much of LVITX you already own
LVITX Mutual Fund Overlap Analysis
LVITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 883 holdings, LVITX may share significant positions with broad-market funds.
LVITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVITX tax-loss harvesting finds highly correlated but non-identical funds.