FIAVX Mutual Fund
FIAVX Mutual Fund
NAV$33.67
TER0.56%
Holdings131
See how much of FIAVX you already own
FIAVX Mutual Fund
NAV$33.67
Fidelity Equity Dividend Income Fund Class I
TER0.56%
Holdings131
See how much of FIAVX you already own
FIAVX Mutual Fund Overlap Analysis
FIAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, FIAVX may share significant positions with broad-market funds.
FIAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIAVX tax-loss harvesting finds highly correlated but non-identical funds.