LVITX Mutual Fund

NAV$4.62

AUM$70M

TER0.78%

Holdings883

LVITX Mutual Fund

NAV$4.62

Western Asset Core Plus VIT Portfolio CL II

AUM$70M

TER0.78%

Holdings883

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Holdings Overlap Analysis

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

LVITX Mutual Fund Overlap Analysis

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

LVITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 883 holdings, LVITX may share significant positions with broad-market funds.

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