FMPOX Mutual Fund
FMPOX Mutual Fund
NAV$38.67
AUM$196M
TER0.89%
Holdings182
See how much of FMPOX you already own
FMPOX Mutual Fund
NAV$38.67
Fidelity Advisor Mid Cap Value Fund Class I
AUM$196M
TER0.89%
Holdings182
See how much of FMPOX you already own
FMPOX Mutual Fund Overlap Analysis
FMPOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMPOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, FMPOX may share significant positions with broad-market funds.
FMPOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMPOX tax-loss harvesting finds highly correlated but non-identical funds.