FRVHX Mutual Fund
FRVHX Mutual Fund
NAV$43.56
TER0.68%
Holdings45
See how much of FRVHX you already own
FRVHX Mutual Fund
NAV$43.56
Fidelity Real Estate Investment Portfolio Class I
TER0.68%
Holdings45
See how much of FRVHX you already own
FRVHX Mutual Fund Overlap Analysis
FRVHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRVHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FRVHX may share significant positions with broad-market funds.
FRVHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRVHX tax-loss harvesting finds highly correlated but non-identical funds.