FAGNX Mutual Fund
FAGNX Mutual Fund
NAV$50.00
AUM$101M
TER1.23%
Holdings34
FAGNX Mutual Fund
NAV$50.00
Fidelity Advisor Energy Fund Class M
AUM$101M
TER1.23%
Holdings34
FAGNX Mutual Fund Overlap Analysis
FAGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FAGNX may share significant positions with broad-market funds.
FAGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAGNX tax-loss harvesting finds highly correlated but non-identical funds.