FDGTX Mutual Fund Analysis & Holdings | MarketXLS

FDGTX Mutual Fund

NAV$22.47

AUM$420M

TER1.34%

Holdings122

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FDGTX Mutual Fund

NAV$22.47

Fidelity Advisor Dividend Growth Fund Class M

AUM$420M

TER1.34%

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

FDGTX Mutual Fund Overlap Analysis

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

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

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