FMRBX Mutual Fund
FMRBX Mutual Fund
NAV$13.01
AUM$1M
TER0.73%
Holdings33
See how much of FMRBX you already own
FMRBX Mutual Fund
NAV$13.01
Fidelity Advisor Managed Retirement 2030 Fund Class A
AUM$1M
TER0.73%
Holdings33
See how much of FMRBX you already own
FMRBX Mutual Fund Overlap Analysis
FMRBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FMRBX may share significant positions with broad-market funds.
FMRBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRBX tax-loss harvesting finds highly correlated but non-identical funds.