FVWSX Mutual Fund

NAV$27.28

AUM$7.7B

Holdings453

FVWSX Mutual Fund

NAV$27.28

Fidelity Series Opportunistic Insights Fund

AUM$7.7B

Holdings453

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Holdings Overlap Analysis

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

FVWSX Mutual Fund Overlap Analysis

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

FVWSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 453 holdings, FVWSX may share significant positions with broad-market funds.

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