FIRNX Mutual Fund
FIRNX Mutual Fund
NAV$55.92
TER0.46%
Holdings33
See how much of FIRNX you already own
FIRNX Mutual Fund
NAV$55.92
Fidelity Advisor Simplicity RMD Income Fund
TER0.46%
Holdings33
See how much of FIRNX you already own
FIRNX Mutual Fund Overlap Analysis
FIRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FIRNX may share significant positions with broad-market funds.
FIRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIRNX tax-loss harvesting finds highly correlated but non-identical funds.