FIDSX Mutual Fund
FIDSX Mutual Fund
NAV$17.74
AUM$566M
TER0.68%
Holdings62
See how much of FIDSX you already own
FIDSX Mutual Fund
NAV$17.74
Fidelity Select Financial Services Portfolio
AUM$566M
TER0.68%
Holdings62
See how much of FIDSX you already own
FIDSX Mutual Fund Overlap Analysis
FIDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, FIDSX may share significant positions with broad-market funds.
FIDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIDSX tax-loss harvesting finds highly correlated but non-identical funds.