LAVLX Mutual Fund

NAV$36.96

TER1.01%

Holdings60

LAVLX Mutual Fund

NAV$36.96

Lord Abbett Mid Cap Stock Fund Class A

TER1.01%

Holdings60

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Holdings Overlap Analysis

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

LAVLX Mutual Fund Overlap Analysis

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

LAVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, LAVLX may share significant positions with broad-market funds.

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