FGTNX Mutual Fund
FGTNX Mutual Fund
NAV$21.69
AUM$5M
TER2.05%
Holdings146
FGTNX Mutual Fund
NAV$21.69
Fidelity Advisor Global Equity Income Fund Class C
AUM$5M
TER2.05%
Holdings146
FGTNX Mutual Fund Overlap Analysis
FGTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, FGTNX may share significant positions with broad-market funds.
FGTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGTNX tax-loss harvesting finds highly correlated but non-identical funds.