FCALX Mutual Fund

NAV$16.15

AUM$397,228.97

TER2.05%

Holdings100

See how much of FCALX you already own

Just $25 once·$99/mo·Download sample

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FCALX Mutual Fund

NAV$16.15

Fidelity Advisor Climate Action Fund Class C

AUM$397,228.97

TER2.05%

Holdings100

See how much of FCALX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FCALX Mutual Fund Overlap Analysis

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

FCALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, FCALX may share significant positions with broad-market funds.

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