FTSDX Mutual Fund
FTSDX Mutual Fund
NAV$19.90
AUM$329M
TER1.17%
Holdings706
See how much of FTSDX you already own
FTSDX Mutual Fund
NAV$19.90
Fidelity Advisor Strategic Dividend & Income Fund Class M
AUM$329M
TER1.17%
Holdings706
See how much of FTSDX you already own
FTSDX Mutual Fund Overlap Analysis
FTSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 706 holdings, FTSDX may share significant positions with broad-market funds.
FTSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTSDX tax-loss harvesting finds highly correlated but non-identical funds.