FAFSX Mutual Fund
NAV$34.83
AUM$95M
TER1.24%
Holdings64
FAFSX Mutual Fund
NAV$34.83
Fidelity Advisor Financials Fund Class M
AUM$95M
TER1.24%
Holdings64

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FAFSX Mutual Fund Overlap Analysis
FAFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FAFSX may share significant positions with broad-market funds.
FAFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAFSX tax-loss harvesting finds highly correlated but non-identical funds.