LVPSX Mutual Fund
LVPSX Mutual Fund
NAV$106.22
AUM$2M
TER2.78%
Holdings446
See how much of LVPSX you already own
LVPSX Mutual Fund
NAV$106.22
Large Cap Value ProFund Service
AUM$2M
TER2.78%
Holdings446
See how much of LVPSX you already own
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.