FGEKX Mutual Fund
FGEKX Mutual Fund
NAV$28.01
TER0.82%
Holdings150
FGEKX Mutual Fund
NAV$28.01
Fidelity Global Equity Income Fund Class Z
TER0.82%
Holdings150
FGEKX Mutual Fund Overlap Analysis
FGEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, FGEKX may share significant positions with broad-market funds.
FGEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGEKX tax-loss harvesting finds highly correlated but non-identical funds.