FDTZX Mutual Fund

NAV$28.10

AUM$9M

TER1.17%

Holdings194

FDTZX Mutual Fund

NAV$28.10

Fidelity Advisor Capital Development Fund Class M

AUM$9M

TER1.17%

Holdings194

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Holdings Overlap Analysis

Compare FDTZX 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 FDTZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FDTZX Mutual Fund Overlap Analysis

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

FDTZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, FDTZX may share significant positions with broad-market funds.

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