FVLAX Mutual Fund Holdings Overlap Calculator | MarketXLS

FVLAX Mutual Fund

NAV$20.50

AUM$17M

TER1.15%

Holdings35

See what you own twice

Check FVLAX against your other funds. Free for up to 5.

Check my overlap

FVLAX Mutual Fund

NAV$20.50

Fidelity Advisor Value Leaders Fund Class A

AUM$17M

TER1.15%

Holdings35

See what you own twice

Check FVLAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FVLAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FVLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.