FAEVX Mutual Fund
FAEVX Mutual Fund
NAV$23.80
AUM$13M
TER0.55%
Holdings119
See how much of FAEVX you already own
FAEVX Mutual Fund
NAV$23.80
Fidelity Advisor Equity Value Fund Class Z
AUM$13M
TER0.55%
Holdings119
See how much of FAEVX you already own
FAEVX Mutual Fund Overlap Analysis
FAEVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAEVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, FAEVX may share significant positions with broad-market funds.
FAEVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAEVX tax-loss harvesting finds highly correlated but non-identical funds.