FAMZX Mutual Fund

NAV$10.23

AUM$5M

TER0.45%

Holdings325

See how much of FAMZX you already own

Just $25 once·$99/mo·Download sample

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FAMZX Mutual Fund

NAV$10.23

Fidelity Advisor Sustainable Low Duration Bond Fund Class A

AUM$5M

TER0.45%

Holdings325

See how much of FAMZX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FAMZX Mutual Fund Overlap Analysis

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

FAMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 325 holdings, FAMZX may share significant positions with broad-market funds.

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