FARVX Mutual Fund
FARVX Mutual Fund
NAV$60.31
AUM$214,110.94
TER0.72%
Holdings34
See how much of FARVX you already own
FARVX Mutual Fund
NAV$60.31
Fidelity Advisor Managed Retirement 2020 Fund Class A
AUM$214,110.94
TER0.72%
Holdings34
See how much of FARVX you already own
FARVX Mutual Fund Overlap Analysis
FARVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FARVX may share significant positions with broad-market funds.
FARVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARVX tax-loss harvesting finds highly correlated but non-identical funds.