FAMVX Mutual Fund
FAMVX Mutual Fund
NAV$111.85
AUM$1.8B
TER1.18%
Holdings30
See how much of FAMVX you already own
FAMVX Mutual Fund
NAV$111.85
FAM Value Fund
AUM$1.8B
TER1.18%
Holdings30
See how much of FAMVX you already own
FAMVX Mutual Fund Overlap Analysis
FAMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, FAMVX may share significant positions with broad-market funds.
FAMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAMVX tax-loss harvesting finds highly correlated but non-identical funds.