FVDKX Mutual Fund

NAV$45.24

AUM$62M

TER0.41%

Holdings123

FVDKX Mutual Fund

NAV$45.24

Fidelity Value Discovery Fund Class K

AUM$62M

TER0.41%

Holdings123

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Holdings Overlap Analysis

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

FVDKX Mutual Fund Overlap Analysis

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

FVDKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, FVDKX may share significant positions with broad-market funds.

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