FLMVX Mutual Fund

NAV$36.96

AUM$3.3B

TER0.75%

Holdings97

FLMVX Mutual Fund

NAV$36.96

JPMorgan Mid Cap Value Fund Class L

AUM$3.3B

TER0.75%

Holdings97

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Holdings Overlap Analysis

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

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.