FSCVX Mutual Fund
FSCVX Mutual Fund
NAV$31.19
AUM$27M
TER1.95%
Holdings82
See how much of FSCVX you already own
FSCVX Mutual Fund
NAV$31.19
Nuveen Small Cap Value Fund Class C
AUM$27M
TER1.95%
Holdings82
See how much of FSCVX you already own
FSCVX Mutual Fund Overlap Analysis
FSCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, FSCVX may share significant positions with broad-market funds.
FSCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCVX tax-loss harvesting finds highly correlated but non-identical funds.