FVDLX Mutual Fund
FVDLX Mutual Fund
NAV$46.73
TER1.02%
Holdings125
See how much of FVDLX you already own
FVDLX Mutual Fund
NAV$46.73
Fidelity Value Discovery Fund Class M
TER1.02%
Holdings125
See how much of FVDLX you already own
FVDLX Mutual Fund Overlap Analysis
FVDLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, FVDLX may share significant positions with broad-market funds.
FVDLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVDLX tax-loss harvesting finds highly correlated but non-identical funds.