FAIOX Mutual Fund
FAIOX Mutual Fund
NAV$29.87
AUM$2.5B
TER0.54%
Holdings327
See how much of FAIOX you already own
FAIOX Mutual Fund
NAV$29.87
Fidelity Advisor Balanced Fund Class I
AUM$2.5B
TER0.54%
Holdings327
See how much of FAIOX you already own
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.