FDGKX Mutual Fund
FDGKX Mutual Fund
NAV$50.34
TER0.80%
Holdings129
FDGKX Mutual Fund
NAV$50.34
Fidelity Dividend Growth Fund Class K
TER0.80%
Holdings129
FDGKX Mutual Fund Overlap Analysis
FDGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FDGKX may share significant positions with broad-market funds.
FDGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDGKX tax-loss harvesting finds highly correlated but non-identical funds.