FDGCX Mutual Fund
FDGCX Mutual Fund
NAV$20.67
AUM$52M
TER1.85%
Holdings122
See how much of FDGCX you already own
FDGCX Mutual Fund
NAV$20.67
Fidelity Advisor Dividend Growth Fund Class C
AUM$52M
TER1.85%
Holdings122
See how much of FDGCX you already own
FDGCX Mutual Fund Overlap Analysis
FDGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, FDGCX may share significant positions with broad-market funds.
FDGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDGCX tax-loss harvesting finds highly correlated but non-identical funds.