FAQEX Mutual Fund

NAV$13.67

AUM$159,255.48

TER0.84%

Holdings28

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Just $25 once·$99/mo·Download sample

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FAQEX Mutual Fund

NAV$13.67

Fidelity Advisor Macro Opportunities Fund Class I

AUM$159,255.48

TER0.84%

Holdings28

See how much of FAQEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FAQEX Mutual Fund Overlap Analysis

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

FAQEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, FAQEX may share significant positions with broad-market funds.

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