FEIRX Mutual Fund Analysis & Holdings | MarketXLS

FEIRX Mutual Fund

NAV$33.20

AUM$529M

TER1.09%

Holdings121

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FEIRX Mutual Fund

NAV$33.20

Fidelity Advisor Equity Income Fund Class M

AUM$529M

TER1.09%

Holdings121

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 FEIRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FEIRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FEIRX Mutual Fund Overlap Analysis

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

FEIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, FEIRX may share significant positions with broad-market funds.

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