FLUAX Mutual Fund
NAV$32.42
AUM$74M
TER1.11%
Holdings154
FLUAX Mutual Fund
NAV$32.42
Fidelity Stock Selector Large Cap Value Fund Class A
AUM$74M
TER1.11%
Holdings154
FLUAX Mutual Fund Overlap Analysis
FLUAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FLUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, FLUAX may share significant positions with broad-market funds.
FLUAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FLUAX tax-loss harvesting finds highly correlated but non-identical funds.