FDGIX Mutual Fund
FDGIX Mutual Fund
NAV$24.76
AUM$469M
TER0.85%
Holdings122
See how much of FDGIX you already own
FDGIX Mutual Fund
NAV$24.76
Fidelity Advisor Dividend Growth Fund Class I
AUM$469M
TER0.85%
Holdings122
See how much of FDGIX you already own
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.