FIOPX Mutual Fund
FIOPX Mutual Fund
NAV$93.31
TER0.44%
Holdings124
See how much of FIOPX you already own
FIOPX Mutual Fund
NAV$93.31
Fidelity Advisor Equity-Income Fund Class Z
TER0.44%
Holdings124
See how much of FIOPX you already own
FIOPX Mutual Fund Overlap Analysis
FIOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, FIOPX may share significant positions with broad-market funds.
FIOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIOPX tax-loss harvesting finds highly correlated but non-identical funds.