FAVAX Mutual Fund Analysis & Holdings | MarketXLS

FAVAX Mutual Fund

NAV$23.25

AUM$122M

TER0.93%

Holdings119

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FAVAX Mutual Fund

NAV$23.25

Fidelity Advisor Equity Value Fund Class A

AUM$122M

TER0.93%

Holdings119

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

FAVAX Mutual Fund Overlap Analysis

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

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

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