LVOPX Mutual Fund
LVOPX Mutual Fund
NAV$19.26
AUM$24M
TER1.39%
Holdings64
See how much of LVOPX you already own
LVOPX Mutual Fund
NAV$19.26
Lord Abbett Value Opportunities Fund Class P
AUM$24M
TER1.39%
Holdings64
See how much of LVOPX you already own
LVOPX Mutual Fund Overlap Analysis
LVOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LVOPX may share significant positions with broad-market funds.
LVOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVOPX tax-loss harvesting finds highly correlated but non-identical funds.