FDGCX Mutual Fund Analysis & Holdings | MarketXLS

FDGCX Mutual Fund

NAV$20.67

AUM$52M

TER1.85%

Holdings122

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FDGCX Mutual Fund

NAV$20.67

Fidelity Advisor Dividend Growth Fund Class C

AUM$52M

TER1.85%

Holdings122

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

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.