FTGRX Mutual Fund
NAV$35.32
AUM$52M
TER1.11%
Holdings128
FTGRX Mutual Fund
NAV$35.32
Fidelity Mega Cap Stock Fund Class M
AUM$52M
TER1.11%
Holdings128
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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 128 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.