FAGIX Mutual Fund
NAV$11.19
TER0.97%
Holdings749
FAGIX Mutual Fund
NAV$11.19
Fidelity Capital & Income Fund
TER0.97%
Holdings749
See inside every mutual fund you own
$29/moCancel anytime.
FAGIX Mutual Fund Overlap Analysis
FAGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 749 holdings, FAGIX may share significant positions with broad-market funds.
FAGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAGIX tax-loss harvesting finds highly correlated but non-identical funds.