LVPIX Mutual Fund
LVPIX Mutual Fund
NAV$126.67
AUM$4M
TER1.78%
Holdings446
See how much of LVPIX you already own
LVPIX Mutual Fund
NAV$126.67
Large Cap Value ProFund Investor
AUM$4M
TER1.78%
Holdings446
See how much of LVPIX you already own
LVPIX Mutual Fund Overlap Analysis
LVPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LVPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 446 holdings, LVPIX may share significant positions with broad-market funds.
LVPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LVPIX tax-loss harvesting finds highly correlated but non-identical funds.