FSOAX Mutual Fund
FSOAX Mutual Fund
NAV$54.81
AUM$457M
TER0.96%
Holdings176
See how much of FSOAX you already own
FSOAX Mutual Fund
NAV$54.81
Fidelity Advisor Value Strategies Fund Class A
AUM$457M
TER0.96%
Holdings176
See how much of FSOAX you already own
FSOAX Mutual Fund Overlap Analysis
FSOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 176 holdings, FSOAX may share significant positions with broad-market funds.
FSOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSOAX tax-loss harvesting finds highly correlated but non-identical funds.