FMPTX Mutual Fund

NAV$36.96

AUM$45M

TER1.38%

Holdings182

FMPTX Mutual Fund

NAV$36.96

Fidelity Advisor Mid Cap Value Fund Class M

AUM$45M

TER1.38%

Holdings182

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Holdings Overlap Analysis

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

FMPTX Mutual Fund Overlap Analysis

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

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

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