FGEAX Mutual Fund Analysis & Holdings | MarketXLS

FGEAX Mutual Fund

NAV$30.30

AUM$64M

TER1.30%

Holdings53

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FGEAX Mutual Fund

NAV$30.30

Fidelity Advisor Global Capital Appreciation Fund Class A

AUM$64M

TER1.30%

Holdings53

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

FGEAX Mutual Fund Overlap Analysis

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

FGEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, FGEAX may share significant positions with broad-market funds.

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