FLUEX Mutual Fund Analysis & Holdings | MarketXLS

FLUEX Mutual Fund

NAV$31.14

AUM$7M

TER1.86%

Holdings154

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FLUEX Mutual Fund

NAV$31.14

Fidelity Stock Selector Large Cap Value Fund Class C

AUM$7M

TER1.86%

Holdings154

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

FLUEX Mutual Fund Overlap Analysis

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

FLUEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, FLUEX may share significant positions with broad-market funds.

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