FGDGX Mutual Fund
FGDGX Mutual Fund
NAV$50.36
TER1.91%
Holdings129
See how much of FGDGX you already own
FGDGX Mutual Fund
NAV$50.36
Fidelity Dividend Growth Fund Class C
TER1.91%
Holdings129
See how much of FGDGX you already own
FGDGX Mutual Fund Overlap Analysis
FGDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FGDGX may share significant positions with broad-market funds.
FGDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGDGX tax-loss harvesting finds highly correlated but non-identical funds.