FDGFX Mutual Fund
FDGFX Mutual Fund
NAV$51.39
AUM$5.9B
TER0.88%
Holdings129
See how much of FDGFX you already own
FDGFX Mutual Fund
NAV$51.39
Fidelity Dividend Growth Fund
AUM$5.9B
TER0.88%
Holdings129
See how much of FDGFX you already own
FDGFX Mutual Fund Overlap Analysis
FDGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FDGFX may share significant positions with broad-market funds.
FDGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDGFX tax-loss harvesting finds highly correlated but non-identical funds.