FFNAX Mutual Fund
FFNAX Mutual Fund
NAV$14.86
AUM$87M
TER0.78%
Holdings34
See how much of FFNAX you already own
FFNAX Mutual Fund
NAV$14.86
Fidelity Asset Manager 40% Class A
AUM$87M
TER0.78%
Holdings34
See how much of FFNAX you already own
FFNAX Mutual Fund Overlap Analysis
FFNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FFNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FFNAX may share significant positions with broad-market funds.
FFNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFNAX tax-loss harvesting finds highly correlated but non-identical funds.