EPGCX Mutual Fund Analysis & Holdings | MarketXLS

EPGCX Mutual Fund

NAV$17.53

AUM$219M

TER1.66%

Holdings153

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EPGCX Mutual Fund

NAV$17.53

Fidelity Advisor Equity Growth Fund Class C

AUM$219M

TER1.66%

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

EPGCX Mutual Fund Overlap Analysis

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

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

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