FIQVX Mutual Fund
FIQVX Mutual Fund
NAV$42.11
AUM$145M
TER0.55%
Holdings373
See how much of FIQVX you already own
FIQVX Mutual Fund
NAV$42.11
Fidelity Convertible Securities Fund Class Z
AUM$145M
TER0.55%
Holdings373
See how much of FIQVX you already own
FIQVX Mutual Fund Overlap Analysis
FIQVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIQVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 373 holdings, FIQVX may share significant positions with broad-market funds.
FIQVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIQVX tax-loss harvesting finds highly correlated but non-identical funds.