LSVVX Mutual Fund

NAV$17.31

TER0.35%

Holdings198

LSVVX Mutual Fund

NAV$17.31

LSV Conservative Value Equity Fund Institutional Class

TER0.35%

Holdings198

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

LSVVX Mutual Fund Overlap Analysis

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

LSVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, LSVVX may share significant positions with broad-market funds.

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