FHEAX Mutual Fund Analysis & Holdings | MarketXLS

FHEAX Mutual Fund

NAV$15.12

AUM$74M

TER1.04%

Holdings41

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FHEAX Mutual Fund

NAV$15.12

Fidelity Advisor Real Estate Fund Class A

AUM$74M

TER1.04%

Holdings41

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FHEAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FHEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FHEAX Mutual Fund Overlap Analysis

FHEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FHEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, FHEAX may share significant positions with broad-market funds.

FHEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHEAX tax-loss harvesting finds highly correlated but non-identical funds.