FVSKX Mutual Fund
FVSKX Mutual Fund
NAV$71.49
TER0.59%
Holdings120
FVSKX Mutual Fund
NAV$71.49
Fidelity Advisor Value Strategies Fund Class K
TER0.59%
Holdings120
FVSKX Mutual Fund Overlap Analysis
FVSKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVSKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, FVSKX may share significant positions with broad-market funds.
FVSKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVSKX tax-loss harvesting finds highly correlated but non-identical funds.