FASOX Mutual Fund
NAV$64.28
AUM$474M
TER0.71%
Holdings120
FASOX Mutual Fund
NAV$64.28
Fidelity Advisor Value Strategies Fund Class I
AUM$474M
TER0.71%
Holdings120
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FASOX Mutual Fund Overlap Analysis
FASOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FASOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, FASOX may share significant positions with broad-market funds.
FASOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FASOX tax-loss harvesting finds highly correlated but non-identical funds.