FGVMX Mutual Fund
FGVMX Mutual Fund
NAV$13.90
AUM$84M
TER1.05%
Holdings465
See how much of FGVMX you already own
FGVMX Mutual Fund
NAV$13.90
Fidelity New Markets Income Fund Class A
AUM$84M
TER1.05%
Holdings465
See how much of FGVMX you already own
FGVMX Mutual Fund Overlap Analysis
FGVMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGVMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 465 holdings, FGVMX may share significant positions with broad-market funds.
FGVMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGVMX tax-loss harvesting finds highly correlated but non-identical funds.