FUGAX Mutual Fund Analysis & Holdings | MarketXLS

FUGAX Mutual Fund

NAV$50.68

AUM$518M

TER0.98%

Holdings32

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FUGAX Mutual Fund

NAV$50.68

Fidelity Advisor Utilities Fund Class A

AUM$518M

TER0.98%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FUGAX 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 FUGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FUGAX Mutual Fund Overlap Analysis

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

FUGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FUGAX may share significant positions with broad-market funds.

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