FTVZX Mutual Fund
FTVZX Mutual Fund
NAV$36.41
AUM$63M
TER0.72%
Holdings63
See how much of FTVZX you already own
FTVZX Mutual Fund
NAV$36.41
Fuller & Thaler Behavioral Mid-Cap Value Fund Class R6
AUM$63M
TER0.72%
Holdings63
See how much of FTVZX you already own
FTVZX Mutual Fund Overlap Analysis
FTVZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, FTVZX may share significant positions with broad-market funds.
FTVZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTVZX tax-loss harvesting finds highly correlated but non-identical funds.