FAIVX Mutual Fund

NAV$24.02

AUM$31M

TER0.67%

Holdings119

FAIVX Mutual Fund

NAV$24.02

Fidelity Advisor Equity Value Fund Class I

AUM$31M

TER0.67%

Holdings119

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

Holdings Overlap Analysis

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

FAIVX Mutual Fund Overlap Analysis

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

FAIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, FAIVX may share significant positions with broad-market funds.

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