LADVX Mutual Fund

NAV$42.03

AUM$221M

TER0.60%

Holdings94

LADVX Mutual Fund

NAV$42.03

Lord Abbett Developing Growth Fund Class R6

AUM$221M

TER0.60%

Holdings94

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Holdings Overlap Analysis

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

LADVX Mutual Fund Overlap Analysis

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

LADVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, LADVX may share significant positions with broad-market funds.

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