FACTX Mutual Fund Holdings Overlap Calculator | MarketXLS

FACTX Mutual Fund

NAV$56.27

AUM$262M

TER1.18%

Holdings133

See what you own twice

Check FACTX against your other funds. Free for up to 5.

Check my overlap

FACTX Mutual Fund

NAV$56.27

Fidelity Advisor Health Care Fund Class M

AUM$262M

TER1.18%

Holdings133

See what you own twice

Check FACTX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

FACTX Mutual Fund Overlap Analysis

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

FACTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, FACTX may share significant positions with broad-market funds.

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