FGIRX Mutual Fund
FGIRX Mutual Fund
NAV$40.45
AUM$611M
TER0.87%
Holdings174
FGIRX Mutual Fund
NAV$40.45
Fidelity Advisor Growth & Income Fund Class A
AUM$611M
TER0.87%
Holdings174
FGIRX Mutual Fund Overlap Analysis
FGIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, FGIRX may share significant positions with broad-market funds.
FGIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGIRX tax-loss harvesting finds highly correlated but non-identical funds.