FFRTX Mutual Fund

NAV$9.04

AUM$75M

TER1.02%

Holdings617

See how much of FFRTX you already own

Just $25 once·$99/mo·Download sample

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FFRTX Mutual Fund

NAV$9.04

Fidelity Advisor Floating Rate High Income Fund Class M

AUM$75M

TER1.02%

Holdings617

See how much of FFRTX 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 FFRTX 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 FFRTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FFRTX Mutual Fund Overlap Analysis

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

FFRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 617 holdings, FFRTX may share significant positions with broad-market funds.

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