FMVFX Mutual Fund

NAV$24.23

AUM$27M

TER0.86%

Holdings12

FMVFX Mutual Fund

NAV$24.23

Matson Money Fixed Income VI Portfolio Institutional Class

AUM$27M

TER0.86%

Holdings12

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Holdings Overlap Analysis

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

FMVFX Mutual Fund Overlap Analysis

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

FMVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, FMVFX may share significant positions with broad-market funds.

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