FJRSX Mutual Fund
FJRSX Mutual Fund
NAV$58.21
TER0.26%
Holdings34
See how much of FJRSX you already own
FJRSX Mutual Fund
NAV$58.21
Fidelity Advisor Managed Retirement 2015 Fund Class K6
TER0.26%
Holdings34
See how much of FJRSX you already own
FJRSX Mutual Fund Overlap Analysis
FJRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FJRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FJRSX may share significant positions with broad-market funds.
FJRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FJRSX tax-loss harvesting finds highly correlated but non-identical funds.