FMRAX Mutual Fund
FMRAX Mutual Fund
NAV$13.03
TER0.48%
Holdings33
See how much of FMRAX you already own
FMRAX Mutual Fund
NAV$13.03
Fidelity Advisor Managed Retirement 2030 Fund
TER0.48%
Holdings33
See how much of FMRAX you already own
FMRAX Mutual Fund Overlap Analysis
FMRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FMRAX may share significant positions with broad-market funds.
FMRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRAX tax-loss harvesting finds highly correlated but non-identical funds.