FMEFX Mutual Fund

NAV$47.21

AUM$35M

TER0.80%

Holdings84

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FMEFX Mutual Fund

NAV$47.21

Nuveen Mid Cap Growth Opportunities Fund Class R6

AUM$35M

TER0.80%

Holdings84

See inside every fund you own

$99/yr 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 FMEFX 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 FMEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FMEFX Mutual Fund Overlap Analysis

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

FMEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, FMEFX may share significant positions with broad-market funds.

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