FTVFX Mutual Fund

NAV$43.66

AUM$31M

TER1.32%

Holdings283

FTVFX Mutual Fund

NAV$43.66

Fidelity Advisor Value Fund Class M

AUM$31M

TER1.32%

Holdings283

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Holdings Overlap Analysis

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

FTVFX Mutual Fund Overlap Analysis

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

FTVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FTVFX may share significant positions with broad-market funds.

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