FTVSX Mutual Fund
FTVSX Mutual Fund
NAV$36.39
AUM$272M
TER0.82%
Holdings63
See how much of FTVSX you already own
FTVSX Mutual Fund
NAV$36.39
Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Class
AUM$272M
TER0.82%
Holdings63
See how much of FTVSX you already own
FTVSX Mutual Fund Overlap Analysis
FTVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, FTVSX may share significant positions with broad-market funds.
FTVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTVSX tax-loss harvesting finds highly correlated but non-identical funds.