FINYX Mutual Fund
FINYX Mutual Fund
NAV$92.42
TER1.56%
Holdings124
See how much of FINYX you already own
FINYX Mutual Fund
NAV$92.42
Fidelity Advisor Equity-Income Fund Class C
TER1.56%
Holdings124
See how much of FINYX you already own
FINYX Mutual Fund Overlap Analysis
FINYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FINYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, FINYX may share significant positions with broad-market funds.
FINYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FINYX tax-loss harvesting finds highly correlated but non-identical funds.