FBLTX Mutual Fund
FBLTX Mutual Fund
NAV$6.39
AUM$69M
TER0.03%
Holdings45
FBLTX Mutual Fund
NAV$6.39
Fidelity SAI Long-Term Treasury Bond Index Fund
AUM$69M
TER0.03%
Holdings45
FBLTX Mutual Fund Overlap Analysis
FBLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FBLTX may share significant positions with broad-market funds.
FBLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBLTX tax-loss harvesting finds highly correlated but non-identical funds.