FAIOX Mutual Fund

NAV$29.87

AUM$2.5B

TER0.54%

Holdings327

FAIOX Mutual Fund

NAV$29.87

Fidelity Advisor Balanced Fund Class I

AUM$2.5B

TER0.54%

Holdings327

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FAIOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FAIOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FAIOX Mutual Fund Overlap Analysis

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

FAIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, FAIOX may share significant positions with broad-market funds.

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