FMVQX Mutual Fund

NAV$64.11

AUM$19M

TER0.76%

Holdings64

FMVQX Mutual Fund

NAV$64.11

Nuveen Mid Cap Value Opportunities Fund Class R6

AUM$19M

TER0.76%

Holdings64

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FMVQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FMVQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.