FTSDX Mutual Fund

NAV$19.85

AUM$329M

TER1.17%

Holdings706

FTSDX Mutual Fund

NAV$19.85

Fidelity Advisor Strategic Dividend & Income Fund Class M

AUM$329M

TER1.17%

Holdings706

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Holdings Overlap Analysis

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

FTSDX Mutual Fund Overlap Analysis

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

FTSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 706 holdings, FTSDX may share significant positions with broad-market funds.

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