FGSMX Mutual Fund

NAV$8.06

AUM$11M

TER1.85%

Holdings856

FGSMX Mutual Fund

NAV$8.06

Fidelity Advisor High Income Fund Class C

AUM$11M

TER1.85%

Holdings856

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Holdings Overlap Analysis

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

FGSMX Mutual Fund Overlap Analysis

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

FGSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 856 holdings, FGSMX may share significant positions with broad-market funds.

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