FIZRX Mutual Fund

NAV$42.01

AUM$110,134.24

TER1.36%

Holdings99

See how much of FIZRX you already own

Just $25 once·$99/mo·Download sample

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FIZRX Mutual Fund

NAV$42.01

Nomura Opportunity Fund Class R

AUM$110,134.24

TER1.36%

Holdings99

See how much of FIZRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FIZRX Mutual Fund Overlap Analysis

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

FIZRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, FIZRX may share significant positions with broad-market funds.

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