FGDIX Mutual Fund Holdings Overlap Calculator | MarketXLS

FGDIX Mutual Fund

NAV$61.42

AUM$180M

TER0.69%

Holdings47

See what you own twice

Check FGDIX against your other funds. Free for up to 5.

Check my overlap

FGDIX Mutual Fund

NAV$61.42

Fidelity Select Gold Portfolio Class I

AUM$180M

TER0.69%

Holdings47

See what you own twice

Check FGDIX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FGDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FGDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FGDIX Mutual Fund Overlap Analysis

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

FGDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, FGDIX may share significant positions with broad-market funds.

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