FUGCX Mutual Fund

NAV$49.24

AUM$97M

TER1.73%

Holdings32

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FUGCX Mutual Fund

NAV$49.24

Fidelity Advisor Utilities Fund Class C

AUM$97M

TER1.73%

Holdings32

See inside every fund you own

$99/yr 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 FUGCX 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 FUGCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FUGCX Mutual Fund Overlap Analysis

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

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

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