LVORX Mutual Fund Analysis & Holdings | MarketXLS

LVORX Mutual Fund

NAV$19.32

AUM$71M

TER1.44%

Holdings64

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LVORX Mutual Fund

NAV$19.32

Lord Abbett Value Opportunities Fund Class R3

AUM$71M

TER1.44%

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 LVORX 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 LVORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LVORX Mutual Fund Overlap Analysis

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

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

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