FCALX Mutual Fund
NAV$16.29
AUM$397,228.97
TER2.05%
Holdings100
FCALX Mutual Fund
NAV$16.29
Fidelity Advisor Climate Action Fund Class C
AUM$397,228.97
TER2.05%
Holdings100
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FCALX Mutual Fund Overlap Analysis
FCALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, FCALX may share significant positions with broad-market funds.
FCALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCALX tax-loss harvesting finds highly correlated but non-identical funds.