LRRVX Mutual Fund

NAV$8.00

Holdings Overlap Analysis

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

LRRVX Mutual Fund Overlap Analysis

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

LRRVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 475 holdings, LRRVX may share significant positions with broad-market funds.

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