FICVX Mutual Fund

NAV$42.52

AUM$156M

TER0.68%

Holdings357

FICVX Mutual Fund

NAV$42.52

Fidelity Convertible Securities Fund Class I

AUM$156M

TER0.68%

Holdings357

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Holdings Overlap Analysis

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

FICVX Mutual Fund Overlap Analysis

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

FICVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 357 holdings, FICVX may share significant positions with broad-market funds.

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