FTVNX Mutual Fund
FTVNX Mutual Fund
NAV$35.73
AUM$4M
TER1.18%
Holdings63
See how much of FTVNX you already own
FTVNX Mutual Fund
NAV$35.73
Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Class
AUM$4M
TER1.18%
Holdings63
See how much of FTVNX you already own
FTVNX Mutual Fund Overlap Analysis
FTVNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, FTVNX may share significant positions with broad-market funds.
FTVNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTVNX tax-loss harvesting finds highly correlated but non-identical funds.