FGDGX Mutual Fund
NAV$48.61
TER1.91%
Holdings133
FGDGX Mutual Fund
NAV$48.61
Fidelity Dividend Growth Fund Class C
TER1.91%
Holdings133

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FGDGX Mutual Fund Overlap Analysis
FGDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, FGDGX may share significant positions with broad-market funds.
FGDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGDGX tax-loss harvesting finds highly correlated but non-identical funds.