FMVQX Mutual Fund
FMVQX Mutual Fund
NAV$62.97
AUM$19M
TER0.76%
Holdings64
See how much of FMVQX you already own
FMVQX Mutual Fund
NAV$62.97
Nuveen Mid Cap Value Opportunities Fund Class R6
AUM$19M
TER0.76%
Holdings64
See how much of FMVQX you already own
FMVQX Mutual Fund Overlap Analysis
FMVQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMVQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FMVQX may share significant positions with broad-market funds.
FMVQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMVQX tax-loss harvesting finds highly correlated but non-identical funds.