FTVXX Mutual Fund
FTVXX Mutual Fund
NAV$1.00
AUM$1.0B
TER0.68%
Holdings81
FTVXX Mutual Fund
NAV$1.00
Fidelity Institutional Treasury Portfolio Class IV
AUM$1.0B
TER0.68%
Holdings81
FTVXX Mutual Fund Overlap Analysis
FTVXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTVXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FTVXX may share significant positions with broad-market funds.
FTVXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTVXX tax-loss harvesting finds highly correlated but non-identical funds.