FGDJX Mutual Fund
FGDJX Mutual Fund
NAV$50.53
TER0.79%
Holdings129
FGDJX Mutual Fund
NAV$50.53
Fidelity Dividend Growth Fund Class Z
TER0.79%
Holdings129
FGDJX Mutual Fund Overlap Analysis
FGDJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FGDJX may share significant positions with broad-market funds.
FGDJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGDJX tax-loss harvesting finds highly correlated but non-identical funds.