FMVIX Mutual Fund
FMVIX Mutual Fund
NAV$38.39
AUM$24M
TER1.11%
Holdings10
See how much of FMVIX you already own
FMVIX Mutual Fund
NAV$38.39
Matson Money International Equity VI Portfolio Institutional Class
AUM$24M
TER1.11%
Holdings10
See how much of FMVIX you already own
FMVIX Mutual Fund Overlap Analysis
FMVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FMVIX may share significant positions with broad-market funds.
FMVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMVIX tax-loss harvesting finds highly correlated but non-identical funds.