FIVUX Mutual Fund

NAV$42.66

AUM$19M

TER0.86%

Holdings99

FIVUX Mutual Fund

NAV$42.66

Nomura Opportunity Fund Institutional Class

AUM$19M

TER0.86%

Holdings99

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

FIVUX Mutual Fund Overlap Analysis

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

FIVUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, FIVUX may share significant positions with broad-market funds.

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