FVLAX Mutual Fund
FVLAX Mutual Fund
NAV$20.50
AUM$17M
TER1.15%
Holdings35
See how much of FVLAX you already own
FVLAX Mutual Fund
NAV$20.50
Fidelity Advisor Value Leaders Fund Class A
AUM$17M
TER1.15%
Holdings35
See how much of FVLAX you already own
FVLAX Mutual Fund Overlap Analysis
FVLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FVLAX may share significant positions with broad-market funds.
FVLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVLAX tax-loss harvesting finds highly correlated but non-identical funds.