LVPSX Mutual Fund

NAV$104.94

AUM$2M

TER2.78%

Holdings446

LVPSX Mutual Fund

NAV$104.94

Large Cap Value ProFund Service

AUM$2M

TER2.78%

Holdings446

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Holdings Overlap Analysis

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

LVPSX Mutual Fund Overlap Analysis

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

LVPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 446 holdings, LVPSX may share significant positions with broad-market funds.

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