LFVCX Mutual Fund

NAV$31.25

TER2.03%

Holdings47

LFVCX Mutual Fund

NAV$31.25

Lord Abbett Focused Small Cap Value Fund Class C

TER2.03%

Holdings47

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Holdings Overlap Analysis

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

LFVCX Mutual Fund Overlap Analysis

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

LFVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, LFVCX may share significant positions with broad-market funds.

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