FZAMX Mutual Fund
FZAMX Mutual Fund
NAV$30.94
AUM$303M
TER0.58%
Holdings172
FZAMX Mutual Fund
NAV$30.94
Fidelity Advisor Mid Cap II Fund Class Z
AUM$303M
TER0.58%
Holdings172
FZAMX Mutual Fund Overlap Analysis
FZAMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FZAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 172 holdings, FZAMX may share significant positions with broad-market funds.
FZAMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FZAMX tax-loss harvesting finds highly correlated but non-identical funds.