FSCDX Mutual Fund
FSCDX Mutual Fund
NAV$37.63
AUM$931M
TER1.20%
Holdings150
FSCDX Mutual Fund
NAV$37.63
Fidelity Advisor Small Cap Fund Class A
AUM$931M
TER1.20%
Holdings150
FSCDX Mutual Fund Overlap Analysis
FSCDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, FSCDX may share significant positions with broad-market funds.
FSCDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCDX tax-loss harvesting finds highly correlated but non-identical funds.