FGUMX Mutual Fund

NAV$8.10

AUM$106M

TER0.74%

Holdings856

FGUMX Mutual Fund

NAV$8.10

Fidelity Advisor High Income Fund Class Z

AUM$106M

TER0.74%

Holdings856

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Holdings Overlap Analysis

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

FGUMX Mutual Fund Overlap Analysis

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

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

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