LMVFX Mutual Fund

NAV$136.80

AUM$10M

TER1.11%

Holdings69

LMVFX Mutual Fund

NAV$136.80

ClearBridge Value Fund Class FI

AUM$10M

TER1.11%

Holdings69

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Holdings Overlap Analysis

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

LMVFX Mutual Fund Overlap Analysis

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

LMVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, LMVFX may share significant positions with broad-market funds.

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