FIIAX Mutual Fund Holdings Overlap Calculator | MarketXLS

FIIAX Mutual Fund

NAV$29.47

AUM$997M

TER0.96%

Holdings172

See what you own twice

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

Check my overlap

FIIAX Mutual Fund

NAV$29.47

Fidelity Advisor Mid Cap II Fund Class A

AUM$997M

TER0.96%

Holdings172

See what you own twice

Check FIIAX 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 FIIAX 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 FIIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FIIAX Mutual Fund Overlap Analysis

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

FIIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 172 holdings, FIIAX may share significant positions with broad-market funds.

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