FFRTX Mutual Fund

NAV$9.01

AUM$75M

TER1.02%

Holdings619

FFRTX Mutual Fund

NAV$9.01

Fidelity Advisor Floating Rate High Income Fund Class M

AUM$75M

TER1.02%

Holdings619

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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 619 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.