FGIOX Mutual Fund
NAV$41.72
AUM$244M
TER0.63%
Holdings174
FGIOX Mutual Fund
NAV$41.72
Fidelity Advisor Growth & Income Fund Class I
AUM$244M
TER0.63%
Holdings174
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FGIOX Mutual Fund Overlap Analysis
FGIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, FGIOX may share significant positions with broad-market funds.
FGIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGIOX tax-loss harvesting finds highly correlated but non-identical funds.