FIOMX Mutual Fund
FIOMX Mutual Fund
NAV$93.43
TER0.56%
Holdings124
See how much of FIOMX you already own
FIOMX Mutual Fund
NAV$93.43
Fidelity Advisor Equity-Income Fund Class I
TER0.56%
Holdings124
See how much of FIOMX you already own
FIOMX Mutual Fund Overlap Analysis
FIOMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIOMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, FIOMX may share significant positions with broad-market funds.
FIOMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIOMX tax-loss harvesting finds highly correlated but non-identical funds.