FRVDX Mutual Fund

NAV$44.34

TER1.18%

Holdings42

FRVDX Mutual Fund

NAV$44.34

Fidelity Real Estate Investment Portfolio Class M

TER1.18%

Holdings42

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Holdings Overlap Analysis

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

FRVDX Mutual Fund Overlap Analysis

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

FRVDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, FRVDX may share significant positions with broad-market funds.

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