FGDEX Mutual Fund
FGDEX Mutual Fund
NAV$50.39
TER1.41%
Holdings129
FGDEX Mutual Fund
NAV$50.39
Fidelity Dividend Growth Fund Class M
TER1.41%
Holdings129
FGDEX Mutual Fund Overlap Analysis
FGDEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FGDEX may share significant positions with broad-market funds.
FGDEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGDEX tax-loss harvesting finds highly correlated but non-identical funds.