FCVSX Mutual Fund

NAV$41.04

AUM$1.4B

TER0.64%

Holdings357

FCVSX Mutual Fund

NAV$41.04

Fidelity Convertible Securities Fund

AUM$1.4B

TER0.64%

Holdings357

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Holdings Overlap Analysis

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

FCVSX Mutual Fund Overlap Analysis

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

FCVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 357 holdings, FCVSX may share significant positions with broad-market funds.

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