FASDX Mutual Fund
FASDX Mutual Fund
NAV$19.82
AUM$1.1B
TER0.92%
Holdings706
FASDX Mutual Fund
NAV$19.82
Fidelity Advisor Strategic Dividend & Income Fund Class A
AUM$1.1B
TER0.92%
Holdings706
FASDX Mutual Fund Overlap Analysis
FASDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FASDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 706 holdings, FASDX may share significant positions with broad-market funds.
FASDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FASDX tax-loss harvesting finds highly correlated but non-identical funds.