FOVIX Mutual Fund
FOVIX Mutual Fund
NAV$24.63
AUM$2M
TER1.35%
Holdings33
See how much of FOVIX you already own
FOVIX Mutual Fund
NAV$24.63
First Trust/Confluence Small Cap Value Fund Class I
AUM$2M
TER1.35%
Holdings33
See how much of FOVIX you already own
FOVIX Mutual Fund Overlap Analysis
FOVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FOVIX may share significant positions with broad-market funds.
FOVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOVIX tax-loss harvesting finds highly correlated but non-identical funds.