FEQTX Mutual Fund Analysis & Holdings | MarketXLS

FEQTX Mutual Fund

NAV$34.06

TER0.53%

Holdings125

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FEQTX Mutual Fund

NAV$34.06

Fidelity Equity Dividend Income Fund

TER0.53%

Holdings125

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

FEQTX Mutual Fund Overlap Analysis

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

FEQTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, FEQTX may share significant positions with broad-market funds.

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