FMEFX Mutual Fund
FMEFX Mutual Fund
NAV$43.52
AUM$35M
TER0.80%
Holdings84
See how much of FMEFX you already own
FMEFX Mutual Fund
NAV$43.52
Nuveen Mid Cap Growth Opportunities Fund Class R6
AUM$35M
TER0.80%
Holdings84
See how much of FMEFX you already own
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.