FAFDX Mutual Fund
FAFDX Mutual Fund
NAV$41.99
AUM$261M
TER1.00%
Holdings61
FAFDX Mutual Fund
NAV$41.99
Fidelity Advisor Financials Fund Class A
AUM$261M
TER1.00%
Holdings61
FAFDX Mutual Fund Overlap Analysis
FAFDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, FAFDX may share significant positions with broad-market funds.
FAFDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAFDX tax-loss harvesting finds highly correlated but non-identical funds.