FSDIX Mutual Fund
FSDIX Mutual Fund
NAV$20.05
AUM$3.0B
TER0.62%
Holdings706
FSDIX Mutual Fund
NAV$20.05
Fidelity Advisor Strategic Dividend & Income Fund
AUM$3.0B
TER0.62%
Holdings706
FSDIX Mutual Fund Overlap Analysis
FSDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 706 holdings, FSDIX may share significant positions with broad-market funds.
FSDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSDIX tax-loss harvesting finds highly correlated but non-identical funds.