FGDDX Mutual Fund
FGDDX Mutual Fund
NAV$50.42
TER1.16%
Holdings129
FGDDX Mutual Fund
NAV$50.42
Fidelity Dividend Growth Fund Class A
TER1.16%
Holdings129
FGDDX Mutual Fund Overlap Analysis
FGDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FGDDX may share significant positions with broad-market funds.
FGDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGDDX tax-loss harvesting finds highly correlated but non-identical funds.