FIVMX Mutual Fund Analysis & Holdings | MarketXLS

FIVMX Mutual Fund

NAV$15.78

AUM$64M

TER1.09%

Holdings107

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FIVMX Mutual Fund

NAV$15.78

Fidelity Advisor International Value Fund Class A

AUM$64M

TER1.09%

Holdings107

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

FIVMX Mutual Fund Overlap Analysis

FIVMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FIVMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, FIVMX may share significant positions with broad-market funds.

FIVMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIVMX tax-loss harvesting finds highly correlated but non-identical funds.