LVOVX Mutual Fund
LVOVX Mutual Fund
NAV$22.23
TER0.84%
Holdings64
See how much of LVOVX you already own
LVOVX Mutual Fund
NAV$22.23
Lord Abbett Value Opportunities Fund Class R6
TER0.84%
Holdings64
See how much of LVOVX you already own
LVOVX Mutual Fund Overlap Analysis
LVOVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVOVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, LVOVX may share significant positions with broad-market funds.
LVOVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVOVX tax-loss harvesting finds highly correlated but non-identical funds.