LVOSX Mutual Fund
LVOSX Mutual Fund
NAV$19.45
TER1.19%
Holdings64
See how much of LVOSX you already own
LVOSX Mutual Fund
NAV$19.45
Lord Abbett Value Opportunities Fund Class R4
TER1.19%
Holdings64
See how much of LVOSX you already own
LVOSX Mutual Fund Overlap Analysis
LVOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LVOSX may share significant positions with broad-market funds.
LVOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVOSX tax-loss harvesting finds highly correlated but non-identical funds.