FFNIX Mutual Fund
FFNIX Mutual Fund
NAV$15.10
AUM$40M
TER0.53%
Holdings34
See how much of FFNIX you already own
FFNIX Mutual Fund
NAV$15.10
Fidelity Asset Manager 40% Class I
AUM$40M
TER0.53%
Holdings34
See how much of FFNIX you already own
FFNIX Mutual Fund Overlap Analysis
FFNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FFNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FFNIX may share significant positions with broad-market funds.
FFNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFNIX tax-loss harvesting finds highly correlated but non-identical funds.