FDAGX Mutual Fund
FDAGX Mutual Fund
NAV$93.07
AUM$245M
TER0.97%
Holdings47
FDAGX Mutual Fund
NAV$93.07
Fidelity Select Consumer Staples Fund Class A
AUM$245M
TER0.97%
Holdings47
FDAGX Mutual Fund Overlap Analysis
FDAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, FDAGX may share significant positions with broad-market funds.
FDAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDAGX tax-loss harvesting finds highly correlated but non-identical funds.