FMRDX Mutual Fund
FMRDX Mutual Fund
NAV$13.05
AUM$395,213.03
TER0.48%
Holdings33
See how much of FMRDX you already own
FMRDX Mutual Fund
NAV$13.05
Fidelity Advisor Managed Retirement 2030 Fund Class I
AUM$395,213.03
TER0.48%
Holdings33
See how much of FMRDX you already own
FMRDX Mutual Fund Overlap Analysis
FMRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FMRDX may share significant positions with broad-market funds.
FMRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRDX tax-loss harvesting finds highly correlated but non-identical funds.