FIDGX Mutual Fund
FIDGX Mutual Fund
NAV$43.39
AUM$3.9B
TER0.80%
Holdings323
See how much of FIDGX you already own
FIDGX Mutual Fund
NAV$43.39
Fidelity Advisor Small Cap Growth Fund Class Z
AUM$3.9B
TER0.80%
Holdings323
See how much of FIDGX you already own
FIDGX Mutual Fund Overlap Analysis
FIDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 323 holdings, FIDGX may share significant positions with broad-market funds.
FIDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIDGX tax-loss harvesting finds highly correlated but non-identical funds.