FGIZX Mutual Fund
FGIZX Mutual Fund
NAV$41.81
AUM$136M
TER0.49%
Holdings174
FGIZX Mutual Fund
NAV$41.81
Fidelity Advisor Growth & Income Fund Class Z
AUM$136M
TER0.49%
Holdings174
FGIZX Mutual Fund Overlap Analysis
FGIZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, FGIZX may share significant positions with broad-market funds.
FGIZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGIZX tax-loss harvesting finds highly correlated but non-identical funds.