FERGX Mutual Fund
NAV$21.02
AUM$3.9B
TER0.07%
Holdings1,237
FERGX Mutual Fund
NAV$21.02
Fidelity SAI Emerging Markets Index Fund
AUM$3.9B
TER0.07%
Holdings1,237

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FERGX Mutual Fund Overlap Analysis
FERGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FERGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1237 holdings, FERGX may share significant positions with broad-market funds.
FERGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FERGX tax-loss harvesting finds highly correlated but non-identical funds.