FEIRX Mutual Fund
FEIRX Mutual Fund
NAV$33.20
AUM$529M
TER1.09%
Holdings121
See how much of FEIRX you already own
FEIRX Mutual Fund
NAV$33.20
Fidelity Advisor Equity Income Fund Class M
AUM$529M
TER1.09%
Holdings121
See how much of FEIRX you already own
FEIRX Mutual Fund Overlap Analysis
FEIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, FEIRX may share significant positions with broad-market funds.
FEIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEIRX tax-loss harvesting finds highly correlated but non-identical funds.