FMPEX Mutual Fund

NAV$36.07

AUM$17M

TER1.89%

Holdings182

FMPEX Mutual Fund

NAV$36.07

Fidelity Advisor Mid Cap Value Fund Class C

AUM$17M

TER1.89%

Holdings182

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Holdings Overlap Analysis

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

FMPEX Mutual Fund Overlap Analysis

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

FMPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, FMPEX may share significant positions with broad-market funds.

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