FDEQX Mutual Fund
FDEQX Mutual Fund
NAV$83.37
AUM$1.2B
TER0.66%
Holdings117
FDEQX Mutual Fund
NAV$83.37
Fidelity Disciplined Equity Fund
AUM$1.2B
TER0.66%
Holdings117
FDEQX Mutual Fund Overlap Analysis
FDEQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDEQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, FDEQX may share significant positions with broad-market funds.
FDEQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDEQX tax-loss harvesting finds highly correlated but non-identical funds.