FAMRX Mutual Fund
FAMRX Mutual Fund
NAV$34.79
AUM$2.4B
TER0.63%
Holdings35
See how much of FAMRX you already own
FAMRX Mutual Fund
NAV$34.79
Fidelity Asset Manager 85% Fund
AUM$2.4B
TER0.63%
Holdings35
See how much of FAMRX you already own
FAMRX Mutual Fund Overlap Analysis
FAMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FAMRX may share significant positions with broad-market funds.
FAMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAMRX tax-loss harvesting finds highly correlated but non-identical funds.