FOVAX Mutual Fund Analysis & Holdings | MarketXLS

FOVAX Mutual Fund

NAV$23.09

AUM$590,342.03

TER1.60%

Holdings33

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FOVAX Mutual Fund

NAV$23.09

First Trust/Confluence Small Cap Value Fund Class A

AUM$590,342.03

TER1.60%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

FOVAX Mutual Fund Overlap Analysis

FOVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FOVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FOVAX may share significant positions with broad-market funds.

FOVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOVAX tax-loss harvesting finds highly correlated but non-identical funds.