FAUFX Mutual Fund Analysis & Holdings | MarketXLS

FAUFX Mutual Fund

NAV$50.90

AUM$84M

TER1.23%

Holdings32

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FAUFX Mutual Fund

NAV$50.90

Fidelity Advisor Utilities Fund Class M

AUM$84M

TER1.23%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FAUFX Mutual Fund Overlap Analysis

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

FAUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FAUFX may share significant positions with broad-market funds.

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