FHLSX Mutual Fund
FHLSX Mutual Fund
NAV$11.77
TER0.49%
Holdings15
See how much of FHLSX you already own
FHLSX Mutual Fund
NAV$11.77
Fidelity Health Savings Fund
TER0.49%
Holdings15
See how much of FHLSX you already own
FHLSX Mutual Fund Overlap Analysis
FHLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FHLSX may share significant positions with broad-market funds.
FHLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHLSX tax-loss harvesting finds highly correlated but non-identical funds.