FVIFX Mutual Fund
FVIFX Mutual Fund
NAV$45.82
AUM$152M
TER0.80%
Holdings283
See how much of FVIFX you already own
FVIFX Mutual Fund
NAV$45.82
Fidelity Advisor Value Fund Class I
AUM$152M
TER0.80%
Holdings283
See how much of FVIFX you already own
FVIFX Mutual Fund Overlap Analysis
FVIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FVIFX may share significant positions with broad-market funds.
FVIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVIFX tax-loss harvesting finds highly correlated but non-identical funds.