FIFNX Mutual Fund
FIFNX Mutual Fund
NAV$28.82
AUM$140M
TER0.80%
Holdings78
FIFNX Mutual Fund
NAV$28.82
Fidelity Founders Fund
AUM$140M
TER0.80%
Holdings78
FIFNX Mutual Fund Overlap Analysis
FIFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, FIFNX may share significant positions with broad-market funds.
FIFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIFNX tax-loss harvesting finds highly correlated but non-identical funds.