FTVFX Mutual Fund
FTVFX Mutual Fund
NAV$44.32
AUM$31M
TER1.32%
Holdings283
See how much of FTVFX you already own
FTVFX Mutual Fund
NAV$44.32
Fidelity Advisor Value Fund Class M
AUM$31M
TER1.32%
Holdings283
See how much of FTVFX you already own
FTVFX Mutual Fund Overlap Analysis
FTVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FTVFX may share significant positions with broad-market funds.
FTVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTVFX tax-loss harvesting finds highly correlated but non-identical funds.