FGBTX Mutual Fund

NAV$7.12

AUM$28M

TER0.75%

Holdings4,140

FGBTX Mutual Fund

NAV$7.12

Fidelity Advisor Investment Grade Bond Fund Class M

AUM$28M

TER0.75%

Holdings4,140

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Holdings Overlap Analysis

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

FGBTX Mutual Fund Overlap Analysis

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

FGBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4140 holdings, FGBTX may share significant positions with broad-market funds.

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