FIRUX Mutual Fund
FIRUX Mutual Fund
NAV$60.28
TER0.51%
Holdings33
See how much of FIRUX you already own
FIRUX Mutual Fund
NAV$60.28
Fidelity Advisor Simplicity RMD 2015 Fund
TER0.51%
Holdings33
See how much of FIRUX you already own
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.