FFEFX Mutual Fund
FFEFX Mutual Fund
NAV$17.75
AUM$3.0B
TER0.61%
Holdings67
See how much of FFEFX you already own
FFEFX Mutual Fund
NAV$17.75
Nuveen Dividend Value Fund Class R6
AUM$3.0B
TER0.61%
Holdings67
See how much of FFEFX you already own
FFEFX Mutual Fund Overlap Analysis
FFEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FFEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, FFEFX may share significant positions with broad-market funds.
FFEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFEFX tax-loss harvesting finds highly correlated but non-identical funds.