LVOFX Mutual Fund Analysis & Holdings | MarketXLS

LVOFX Mutual Fund

NAV$21.38

AUM$254M

TER1.04%

Holdings64

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LVOFX Mutual Fund

NAV$21.38

Lord Abbett Value Opportunities Fund Class F

AUM$254M

TER1.04%

Holdings64

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

LVOFX Mutual Fund Overlap Analysis

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

LVOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LVOFX may share significant positions with broad-market funds.

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