FIIVX Mutual Fund Analysis & Holdings | MarketXLS

FIIVX Mutual Fund

NAV$60.39

AUM$166,456.93

TER0.47%

Holdings34

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FIIVX Mutual Fund

NAV$60.39

Fidelity Advisor Managed Retirement 2020 Fund Class I

AUM$166,456.93

TER0.47%

Holdings34

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FIIVX 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 FIIVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FIIVX Mutual Fund Overlap Analysis

FIIVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FIIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FIIVX may share significant positions with broad-market funds.

FIIVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIIVX tax-loss harvesting finds highly correlated but non-identical funds.