FIDZX Mutual Fund Holdings Overlap Calculator | MarketXLS

FIDZX Mutual Fund

NAV$39.73

AUM$3.5B

TER0.78%

Holdings64

See what you own twice

Check FIDZX against your other funds. Free for up to 5.

Check my overlap

FIDZX Mutual Fund

NAV$39.73

Fidelity Advisor International Capital Appreciation Fund Class A

AUM$3.5B

TER0.78%

Holdings64

See what you own twice

Check FIDZX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare FIDZX 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 FIDZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FIDZX Mutual Fund Overlap Analysis

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

FIDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FIDZX may share significant positions with broad-market funds.

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