FIDHX Mutual Fund
FIDHX Mutual Fund
NAV$13.19
TER0.60%
Holdings129
FIDHX Mutual Fund
NAV$13.19
Fidelity SAI Sustainable Future Fund
TER0.60%
Holdings129
FIDHX Mutual Fund Overlap Analysis
FIDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, FIDHX may share significant positions with broad-market funds.
FIDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIDHX tax-loss harvesting finds highly correlated but non-identical funds.