LSVZX Mutual Fund

NAV$19.78

AUM$409M

TER0.95%

Holdings278

LSVZX Mutual Fund

NAV$19.78

LSV Emerging Markets Equity Fund Institutional Class Shares

AUM$409M

TER0.95%

Holdings278

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Holdings Overlap Analysis

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

LSVZX Mutual Fund Overlap Analysis

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

LSVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 278 holdings, LSVZX may share significant positions with broad-market funds.

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