FVDNX Mutual Fund
FVDNX Mutual Fund
NAV$46.36
TER0.52%
Holdings125
See how much of FVDNX you already own
FVDNX Mutual Fund
NAV$46.36
Fidelity Value Discovery Fund Class I
TER0.52%
Holdings125
See how much of FVDNX you already own
FVDNX Mutual Fund Overlap Analysis
FVDNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, FVDNX may share significant positions with broad-market funds.
FVDNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVDNX tax-loss harvesting finds highly correlated but non-identical funds.