FZAGX Mutual Fund
FZAGX Mutual Fund
NAV$34.39
AUM$68M
TER0.47%
Holdings121
See how much of FZAGX you already own
FZAGX Mutual Fund
NAV$34.39
Fidelity Advisor Equity Income Fund Class Z
AUM$68M
TER0.47%
Holdings121
See how much of FZAGX you already own
FZAGX Mutual Fund Overlap Analysis
FZAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FZAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, FZAGX may share significant positions with broad-market funds.
FZAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FZAGX tax-loss harvesting finds highly correlated but non-identical funds.