FCVCX Mutual Fund
FCVCX Mutual Fund
NAV$19.81
AUM$40M
TER1.95%
Holdings113
See how much of FCVCX you already own
FCVCX Mutual Fund
NAV$19.81
Fidelity Advisor Small Cap Value Fund Class A
AUM$40M
TER1.95%
Holdings113
See how much of FCVCX you already own
FCVCX Mutual Fund Overlap Analysis
FCVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FCVCX may share significant positions with broad-market funds.
FCVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCVCX tax-loss harvesting finds highly correlated but non-identical funds.