FGIII Mutual Fund
FGIII Mutual Fund
AUM$84M
TER1.04%
Holdings37
See how much of FGIII you already own
FGIII Mutual Fund
BlackRock Capital Appreciation V.I. Fund Class III
AUM$84M
TER1.04%
Holdings37
See how much of FGIII you already own
FGIII Mutual Fund Overlap Analysis
FGIII overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGIII portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, FGIII may share significant positions with broad-market funds.
FGIII overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGIII tax-loss harvesting finds highly correlated but non-identical funds.