FICVX Mutual Fund
FICVX Mutual Fund
NAV$42.15
AUM$156M
TER0.68%
Holdings373
See how much of FICVX you already own
FICVX Mutual Fund
NAV$42.15
Fidelity Convertible Securities Fund Class I
AUM$156M
TER0.68%
Holdings373
See how much of FICVX you already own
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 373 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.