FAGNX Mutual Fund
FAGNX Mutual Fund
NAV$50.00
AUM$101M
TER1.23%
Holdings34
See how much of FAGNX you already own
FAGNX Mutual Fund
NAV$50.00
Fidelity Advisor Energy Fund Class M
AUM$101M
TER1.23%
Holdings34
See how much of FAGNX you already own
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.