FINYX Mutual Fund

NAV$95.25

TER1.56%

Holdings124

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$99/yr Pro · 7-day refund

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FINYX Mutual Fund

NAV$95.25

Fidelity Advisor Equity-Income Fund Class C

TER1.56%

Holdings124

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.