FOTJX Mutual Fund
FOTJX Mutual Fund
NAV$30.69
TER0.69%
Holdings155
FOTJX Mutual Fund
NAV$30.69
Fidelity OTC Portfolio Class Z
TER0.69%
Holdings155
FOTJX Mutual Fund Overlap Analysis
FOTJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOTJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, FOTJX may share significant positions with broad-market funds.
FOTJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOTJX tax-loss harvesting finds highly correlated but non-identical funds.