FISVX Mutual Fund
NAV$34.81
TER0.05%
Holdings1,434
FISVX Mutual Fund
NAV$34.81
Fidelity Small Cap Value Index Fund
TER0.05%
Holdings1,434

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FISVX Mutual Fund Overlap Analysis
FISVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FISVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1434 holdings, FISVX may share significant positions with broad-market funds.
FISVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FISVX tax-loss harvesting finds highly correlated but non-identical funds.