FZAKX Mutual Fund
FZAKX Mutual Fund
NAV$48.74
AUM$42M
TER0.63%
Holdings103
FZAKX Mutual Fund
NAV$48.74
Fidelity Advisor Leveraged Company Stock Fund Class Z
AUM$42M
TER0.63%
Holdings103
FZAKX Mutual Fund Overlap Analysis
FZAKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FZAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, FZAKX may share significant positions with broad-market funds.
FZAKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FZAKX tax-loss harvesting finds highly correlated but non-identical funds.