FTGRX Mutual Fund
FTGRX Mutual Fund
NAV$33.73
AUM$53M
TER1.11%
Holdings122
See how much of FTGRX you already own
FTGRX Mutual Fund
NAV$33.73
Fidelity Mega Cap Stock Fund Class M
AUM$53M
TER1.11%
Holdings122
See how much of FTGRX you already own
FTGRX Mutual Fund Overlap Analysis
FTGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, FTGRX may share significant positions with broad-market funds.
FTGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGRX tax-loss harvesting finds highly correlated but non-identical funds.