FAAIX Mutual Fund
FAAIX Mutual Fund
NAV$33.86
AUM$81M
TER0.67%
Holdings29
See how much of FAAIX you already own
FAAIX Mutual Fund
NAV$33.86
Fidelity Asset Manager 70% Class I
AUM$81M
TER0.67%
Holdings29
See how much of FAAIX you already own
FAAIX Mutual Fund Overlap Analysis
FAAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, FAAIX may share significant positions with broad-market funds.
FAAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAAIX tax-loss harvesting finds highly correlated but non-identical funds.