FASIX Mutual Fund
FASIX Mutual Fund
NAV$14.85
AUM$4.8B
TER0.49%
Holdings32
See how much of FASIX you already own
FASIX Mutual Fund
NAV$14.85
Fidelity Asset Manager 20% Fund
AUM$4.8B
TER0.49%
Holdings32
See how much of FASIX you already own
FASIX Mutual Fund Overlap Analysis
FASIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FASIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FASIX may share significant positions with broad-market funds.
FASIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FASIX tax-loss harvesting finds highly correlated but non-identical funds.