FIZRX Mutual Fund

NAV$42.54

AUM$110,134.24

TER1.36%

Holdings99

FIZRX Mutual Fund

NAV$42.54

Nomura Opportunity Fund Class R

AUM$110,134.24

TER1.36%

Holdings99

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Holdings Overlap Analysis

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

FIZRX Mutual Fund Overlap Analysis

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

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

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