FDGTX Mutual Fund
FDGTX Mutual Fund
NAV$22.47
AUM$420M
TER1.34%
Holdings122
See how much of FDGTX you already own
FDGTX Mutual Fund
NAV$22.47
Fidelity Advisor Dividend Growth Fund Class M
AUM$420M
TER1.34%
Holdings122
See how much of FDGTX you already own
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.