FARFX Mutual Fund
FARFX Mutual Fund
NAV$62.63
AUM$2M
TER0.72%
Holdings34
See how much of FARFX you already own
FARFX Mutual Fund
NAV$62.63
Fidelity Advisor Managed Retirement 2025 Fund Class A
AUM$2M
TER0.72%
Holdings34
See how much of FARFX you already own
FARFX Mutual Fund Overlap Analysis
FARFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FARFX may share significant positions with broad-market funds.
FARFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARFX tax-loss harvesting finds highly correlated but non-identical funds.