LMVTX Mutual Fund

NAV$103.12

AUM$42M

TER1.71%

Holdings69

LMVTX Mutual Fund

NAV$103.12

ClearBridge Value Fund Class C

AUM$42M

TER1.71%

Holdings69

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare LMVTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LMVTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LMVTX Mutual Fund Overlap Analysis

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

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

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