FDTEX Mutual Fund

NAV$40.75

AUM$76M

TER1.08%

Holdings235

FDTEX Mutual Fund

NAV$40.75

Fidelity Advisor Diversified Stock Fund Class M

AUM$76M

TER1.08%

Holdings235

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Holdings Overlap Analysis

Compare FDTEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FDTEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FDTEX Mutual Fund Overlap Analysis

FDTEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FDTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 235 holdings, FDTEX may share significant positions with broad-market funds.

FDTEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDTEX tax-loss harvesting finds highly correlated but non-identical funds.