FCVTX Mutual Fund Analysis & Holdings | MarketXLS

FCVTX Mutual Fund

NAV$23.29

AUM$126M

TER1.45%

Holdings113

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FCVTX Mutual Fund

NAV$23.29

Fidelity Advisor Small Cap Value Fund Class M

AUM$126M

TER1.45%

Holdings113

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

FCVTX Mutual Fund Overlap Analysis

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

FCVTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FCVTX may share significant positions with broad-market funds.

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