FTRIX Mutual Fund

NAV$35.72

AUM$1.1B

TER0.59%

Holdings128

FTRIX Mutual Fund

NAV$35.72

Fidelity Mega Cap Stock Fund Class I

AUM$1.1B

TER0.59%

Holdings128

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Holdings Overlap Analysis

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

FTRIX Mutual Fund Overlap Analysis

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

FTRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, FTRIX may share significant positions with broad-market funds.

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