FIDFX Mutual Fund
FIDFX Mutual Fund
NAV$37.67
AUM$132M
TER0.76%
Holdings182
See how much of FIDFX you already own
FIDFX Mutual Fund
NAV$37.67
Fidelity Advisor Mid Cap Value Fund Class Z
AUM$132M
TER0.76%
Holdings182
See how much of FIDFX you already own
FIDFX Mutual Fund Overlap Analysis
FIDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, FIDFX may share significant positions with broad-market funds.
FIDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIDFX tax-loss harvesting finds highly correlated but non-identical funds.