FVLTX Mutual Fund Analysis & Holdings | MarketXLS

FVLTX Mutual Fund

NAV$20.64

AUM$5M

TER1.40%

Holdings35

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FVLTX Mutual Fund

NAV$20.64

Fidelity Advisor Value Leaders Fund Class M

AUM$5M

TER1.40%

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

FVLTX Mutual Fund Overlap Analysis

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

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

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