FSOAX Mutual Fund

NAV$54.72

AUM$457M

TER0.96%

Holdings120

FSOAX Mutual Fund

NAV$54.72

Fidelity Advisor Value Strategies Fund Class A

AUM$457M

TER0.96%

Holdings120

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Holdings Overlap Analysis

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

FSOAX Mutual Fund Overlap Analysis

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

FSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, FSOAX may share significant positions with broad-market funds.

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