LVOOX Mutual Fund
LVOOX Mutual Fund
NAV$22.25
AUM$298M
TER0.84%
Holdings64
See how much of LVOOX you already own
LVOOX Mutual Fund
NAV$22.25
Lord Abbett Value Opportunities Fund Class F3
AUM$298M
TER0.84%
Holdings64
See how much of LVOOX you already own
LVOOX Mutual Fund Overlap Analysis
LVOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LVOOX may share significant positions with broad-market funds.
LVOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVOOX tax-loss harvesting finds highly correlated but non-identical funds.