FERNX Mutual Fund

NAV$9.46

AUM$108,953.42

Holdings33

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FERNX Mutual Fund

NAV$9.46

Fidelity Flex Freedom Blend 2005 Fund

AUM$108,953.42

Holdings33

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FERNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FERNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FERNX Mutual Fund Overlap Analysis

FERNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FERNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FERNX may share significant positions with broad-market funds.

FERNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FERNX tax-loss harvesting finds highly correlated but non-identical funds.