FSDHX Mutual Fund Holdings Overlap Calculator | MarketXLS

FSDHX Mutual Fund

NAV$8.97

AUM$4M

TER1.75%

Holdings557

See what you own twice

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

Check my overlap

FSDHX Mutual Fund

NAV$8.97

Fidelity Advisor Short Duration High Income Fund Class C

AUM$4M

TER1.75%

Holdings557

See what you own twice

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

FSDHX Mutual Fund Overlap Analysis

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

FSDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 557 holdings, FSDHX may share significant positions with broad-market funds.

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