FDGIX Mutual Fund Analysis & Holdings | MarketXLS

FDGIX Mutual Fund

NAV$24.76

AUM$469M

TER0.85%

Holdings122

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FDGIX Mutual Fund

NAV$24.76

Fidelity Advisor Dividend Growth Fund Class I

AUM$469M

TER0.85%

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

FDGIX Mutual Fund Overlap Analysis

FDGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FDGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, FDGIX may share significant positions with broad-market funds.

FDGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDGIX tax-loss harvesting finds highly correlated but non-identical funds.