FHOEX Mutual Fund
FHOEX Mutual Fund
NAV$15.82
AUM$6M
TER0.97%
Holdings48
See how much of FHOEX you already own
FHOEX Mutual Fund
NAV$15.82
Fidelity Freedom Blend 2040 Fund Class M
AUM$6M
TER0.97%
Holdings48
See how much of FHOEX you already own
FHOEX Mutual Fund Overlap Analysis
FHOEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, FHOEX may share significant positions with broad-market funds.
FHOEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHOEX tax-loss harvesting finds highly correlated but non-identical funds.