FIOOX Mutual Fund
FIOOX Mutual Fund
NAV$22.50
AUM$4.3B
Holdings874
FIOOX Mutual Fund
NAV$22.50
Fidelity Series Large Cap Value Index Fund
AUM$4.3B
Holdings874
FIOOX Mutual Fund Overlap Analysis
FIOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 874 holdings, FIOOX may share significant positions with broad-market funds.
FIOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIOOX tax-loss harvesting finds highly correlated but non-identical funds.