FMREX Mutual Fund
FMREX Mutual Fund
NAV$13.07
TER0.38%
Holdings33
See how much of FMREX you already own
FMREX Mutual Fund
NAV$13.07
Fidelity Advisor Managed Retirement 2030 Fund Class K
TER0.38%
Holdings33
See how much of FMREX you already own
FMREX Mutual Fund Overlap Analysis
FMREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FMREX may share significant positions with broad-market funds.
FMREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMREX tax-loss harvesting finds highly correlated but non-identical funds.