FANAX Mutual Fund
FANAX Mutual Fund
NAV$48.58
AUM$324M
TER0.98%
Holdings34
See how much of FANAX you already own
FANAX Mutual Fund
NAV$48.58
Fidelity Advisor Energy Fund Class A
AUM$324M
TER0.98%
Holdings34
See how much of FANAX you already own
FANAX Mutual Fund Overlap Analysis
FANAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FANAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FANAX may share significant positions with broad-market funds.
FANAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FANAX tax-loss harvesting finds highly correlated but non-identical funds.