FRVJX Mutual Fund
FRVJX Mutual Fund
NAV$43.04
TER0.56%
Holdings45
FRVJX Mutual Fund
NAV$43.04
Fidelity Real Estate Investment Portfolio Class Z
TER0.56%
Holdings45
FRVJX Mutual Fund Overlap Analysis
FRVJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRVJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FRVJX may share significant positions with broad-market funds.
FRVJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRVJX tax-loss harvesting finds highly correlated but non-identical funds.