FGRIX Mutual Fund
FGRIX Mutual Fund
NAV$69.15
AUM$6.1B
TER0.53%
Holdings178
See how much of FGRIX you already own
FGRIX Mutual Fund
NAV$69.15
Fidelity Growth & Income Portfolio
AUM$6.1B
TER0.53%
Holdings178
See how much of FGRIX you already own
FGRIX Mutual Fund Overlap Analysis
FGRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, FGRIX may share significant positions with broad-market funds.
FGRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGRIX tax-loss harvesting finds highly correlated but non-identical funds.