FVLIX Mutual Fund Analysis & Holdings | MarketXLS

FVLIX Mutual Fund

NAV$20.66

AUM$4M

TER0.90%

Holdings35

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FVLIX Mutual Fund

NAV$20.66

Fidelity Advisor Value Leaders Fund Class I

AUM$4M

TER0.90%

Holdings35

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FVLIX 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 FVLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FVLIX Mutual Fund Overlap Analysis

FVLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FVLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FVLIX may share significant positions with broad-market funds.

FVLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVLIX tax-loss harvesting finds highly correlated but non-identical funds.