FDCAX Mutual Fund Analysis & Holdings | MarketXLS

FDCAX Mutual Fund

NAV$54.42

AUM$4.8B

TER0.66%

Holdings161

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FDCAX Mutual Fund

NAV$54.42

Fidelity Capital Appreciation Fund

AUM$4.8B

TER0.66%

Holdings161

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

FDCAX Mutual Fund Overlap Analysis

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

FDCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 161 holdings, FDCAX may share significant positions with broad-market funds.

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