FMPTX Mutual Fund
FMPTX Mutual Fund
NAV$36.70
AUM$45M
TER1.38%
Holdings182
See how much of FMPTX you already own
FMPTX Mutual Fund
NAV$36.70
Fidelity Advisor Mid Cap Value Fund Class M
AUM$45M
TER1.38%
Holdings182
See how much of FMPTX you already own
FMPTX Mutual Fund Overlap Analysis
FMPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, FMPTX may share significant positions with broad-market funds.
FMPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMPTX tax-loss harvesting finds highly correlated but non-identical funds.