LAUVX Mutual Fund

NAV$2.38

AUM$41M

TER0.44%

Holdings526

LAUVX Mutual Fund

NAV$2.38

Lord Abbett Income Fund Class R6

AUM$41M

TER0.44%

Holdings526

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Holdings Overlap Analysis

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

LAUVX Mutual Fund Overlap Analysis

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

LAUVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 526 holdings, LAUVX may share significant positions with broad-market funds.

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