FDGFX Mutual Fund
FDGFX Mutual Fund
NAV$50.47
AUM$5.9B
TER0.88%
Holdings129
FDGFX Mutual Fund
NAV$50.47
Fidelity Dividend Growth Fund
AUM$5.9B
TER0.88%
Holdings129
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.