FAIGX Mutual Fund

NAV$29.57

AUM$1.7B

TER1.03%

Holdings327

FAIGX Mutual Fund

NAV$29.57

Fidelity Advisor Balanced Fund Class M

AUM$1.7B

TER1.03%

Holdings327

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Holdings Overlap Analysis

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

FAIGX Mutual Fund Overlap Analysis

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

FAIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, FAIGX may share significant positions with broad-market funds.

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