FVIFX Mutual Fund

NAV$45.61

AUM$152M

TER0.80%

Holdings283

FVIFX Mutual Fund

NAV$45.61

Fidelity Advisor Value Fund Class I

AUM$152M

TER0.80%

Holdings283

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Holdings Overlap Analysis

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

FVIFX Mutual Fund Overlap Analysis

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

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

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