FEYAX Mutual Fund

NAV$34.43

AUM$349M

TER0.92%

Holdings35

See how much of FEYAX you already own

Just $25 once·$99/mo·Download sample

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FEYAX Mutual Fund

NAV$34.43

Fidelity Asset Manager 85% Fund Class A

AUM$349M

TER0.92%

Holdings35

See how much of FEYAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare FEYAX 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 FEYAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FEYAX Mutual Fund Overlap Analysis

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

FEYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FEYAX may share significant positions with broad-market funds.

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