FSCEX Mutual Fund
FSCEX Mutual Fund
NAV$20.11
AUM$40M
TER1.95%
Holdings150
FSCEX Mutual Fund
NAV$20.11
Fidelity Advisor Small Cap Fund Class C
AUM$40M
TER1.95%
Holdings150
FSCEX Mutual Fund Overlap Analysis
FSCEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, FSCEX may share significant positions with broad-market funds.
FSCEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCEX tax-loss harvesting finds highly correlated but non-identical funds.