FVDMX Mutual Fund
FVDMX Mutual Fund
NAV$46.59
TER1.52%
Holdings125
See how much of FVDMX you already own
FVDMX Mutual Fund
NAV$46.59
Fidelity Value Discovery Fund Class C
TER1.52%
Holdings125
See how much of FVDMX you already own
FVDMX Mutual Fund Overlap Analysis
FVDMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, FVDMX may share significant positions with broad-market funds.
FVDMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVDMX tax-loss harvesting finds highly correlated but non-identical funds.