FCVAX Mutual Fund

NAV$24.60

AUM$270M

TER1.20%

Holdings106

FCVAX Mutual Fund

NAV$24.60

Fidelity Advisor Small Cap Value Fund Class A

AUM$270M

TER1.20%

Holdings106

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare FCVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FCVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FCVAX Mutual Fund Overlap Analysis

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

FCVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FCVAX may share significant positions with broad-market funds.

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