FOVIX Mutual Fund
FOVIX Mutual Fund
NAV$24.63
AUM$2M
TER1.35%
Holdings33
FOVIX Mutual Fund
NAV$24.63
First Trust/Confluence Small Cap Value Fund Class I
AUM$2M
TER1.35%
Holdings33
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.