FAVCX Mutual Fund Analysis & Holdings | MarketXLS

FAVCX Mutual Fund

NAV$22.71

AUM$11M

TER1.70%

Holdings119

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FAVCX Mutual Fund

NAV$22.71

Fidelity Advisor Equity Value Fund Class C

AUM$11M

TER1.70%

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

FAVCX Mutual Fund Overlap Analysis

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

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

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