FCVFX Mutual Fund
FCVFX Mutual Fund
NAV$41.29
AUM$12M
TER1.84%
Holdings283
See how much of FCVFX you already own
FCVFX Mutual Fund
NAV$41.29
Fidelity Advisor Value Fund Class C
AUM$12M
TER1.84%
Holdings283
See how much of FCVFX you already own
FCVFX Mutual Fund Overlap Analysis
FCVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FCVFX may share significant positions with broad-market funds.
FCVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCVFX tax-loss harvesting finds highly correlated but non-identical funds.