FLMVX Mutual Fund
FLMVX Mutual Fund
NAV$35.09
AUM$3.0B
TER0.75%
Holdings97
See how much of FLMVX you already own
FLMVX Mutual Fund
NAV$35.09
JPMorgan Mid Cap Value Fund Class L
AUM$3.0B
TER0.75%
Holdings97
See how much of FLMVX you already own
FLMVX Mutual Fund Overlap Analysis
FLMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, FLMVX may share significant positions with broad-market funds.
FLMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLMVX tax-loss harvesting finds highly correlated but non-identical funds.