FVLZX Mutual Fund
FVLZX Mutual Fund
NAV$45.87
AUM$80M
TER0.68%
Holdings283
See how much of FVLZX you already own
FVLZX Mutual Fund
NAV$45.87
Fidelity Advisor Value Fund Class Z
AUM$80M
TER0.68%
Holdings283
See how much of FVLZX you already own
FVLZX Mutual Fund Overlap Analysis
FVLZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVLZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FVLZX may share significant positions with broad-market funds.
FVLZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVLZX tax-loss harvesting finds highly correlated but non-identical funds.