FIDGX Mutual Fund
FIDGX Mutual Fund
NAV$44.82
AUM$3.9B
TER0.80%
Holdings323
FIDGX Mutual Fund
NAV$44.82
Fidelity Advisor Small Cap Growth Fund Class Z
AUM$3.9B
TER0.80%
Holdings323
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.