EPGAX Mutual Fund Analysis & Holdings | MarketXLS

EPGAX Mutual Fund

NAV$25.24

AUM$3.2B

TER0.91%

Holdings153

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EPGAX Mutual Fund

NAV$25.24

Fidelity Advisor Equity Growth Fund Class A

AUM$3.2B

TER0.91%

Holdings153

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EPGAX Mutual Fund Overlap Analysis

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

EPGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, EPGAX may share significant positions with broad-market funds.

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