FEIAX Mutual Fund
FEIAX Mutual Fund
NAV$31.82
AUM$784M
TER0.85%
Holdings121
FEIAX Mutual Fund
NAV$31.82
Fidelity Advisor Equity Income Fund Class A
AUM$784M
TER0.85%
Holdings121
FEIAX Mutual Fund Overlap Analysis
FEIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, FEIAX may share significant positions with broad-market funds.
FEIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEIAX tax-loss harvesting finds highly correlated but non-identical funds.