FTCVX Mutual Fund

NAV$42.34

AUM$11M

TER1.19%

Holdings357

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FTCVX Mutual Fund

NAV$42.34

Fidelity Convertible Securities Fund Class M

AUM$11M

TER1.19%

Holdings357

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FTCVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FTCVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTCVX Mutual Fund Overlap Analysis

FTCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FTCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 357 holdings, FTCVX may share significant positions with broad-market funds.

FTCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCVX tax-loss harvesting finds highly correlated but non-identical funds.