FUGCX Mutual Fund
FUGCX Mutual Fund
NAV$49.24
AUM$97M
TER1.73%
Holdings32
See how much of FUGCX you already own
FUGCX Mutual Fund
NAV$49.24
Fidelity Advisor Utilities Fund Class C
AUM$97M
TER1.73%
Holdings32
See how much of FUGCX you already own
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.