FIRUX Mutual Fund
FIRUX Mutual Fund
NAV$60.28
TER0.51%
Holdings33
FIRUX Mutual Fund
NAV$60.28
Fidelity Advisor Simplicity RMD 2015 Fund
TER0.51%
Holdings33
FIRUX Mutual Fund Overlap Analysis
FIRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FIRUX may share significant positions with broad-market funds.
FIRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIRUX tax-loss harvesting finds highly correlated but non-identical funds.