FHSNX Mutual Fund
FHSNX Mutual Fund
NAV$11.53
TER0.16%
Holdings10
FHSNX Mutual Fund
NAV$11.53
Fidelity Health Savings Index Fund
TER0.16%
Holdings10
FHSNX Mutual Fund Overlap Analysis
FHSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FHSNX may share significant positions with broad-market funds.
FHSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHSNX tax-loss harvesting finds highly correlated but non-identical funds.