FDEQX Mutual Fund
FDEQX Mutual Fund
NAV$81.26
AUM$1.2B
TER0.66%
Holdings142
See how much of FDEQX you already own
FDEQX Mutual Fund
NAV$81.26
Fidelity Disciplined Equity Fund
AUM$1.2B
TER0.66%
Holdings142
See how much of FDEQX you already own
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 142 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.