FIXRX Mutual Fund
FIXRX Mutual Fund
NAV$62.78
AUM$17M
TER0.47%
Holdings34
See how much of FIXRX you already own
FIXRX Mutual Fund
NAV$62.78
Fidelity Advisor Managed Retirement 2025 Fund
AUM$17M
TER0.47%
Holdings34
See how much of FIXRX you already own
FIXRX Mutual Fund Overlap Analysis
FIXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FIXRX may share significant positions with broad-market funds.
FIXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIXRX tax-loss harvesting finds highly correlated but non-identical funds.