FACVX Mutual Fund
FACVX Mutual Fund
NAV$42.14
AUM$74M
TER0.94%
Holdings357
See how much of FACVX you already own
FACVX Mutual Fund
NAV$42.14
Fidelity Convertible Securities Fund Class A
AUM$74M
TER0.94%
Holdings357
See how much of FACVX you already own
FACVX Mutual Fund Overlap Analysis
FACVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FACVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 357 holdings, FACVX may share significant positions with broad-market funds.
FACVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FACVX tax-loss harvesting finds highly correlated but non-identical funds.