FMRFX Mutual Fund
FMRFX Mutual Fund
NAV$13.06
TER0.28%
Holdings33
See how much of FMRFX you already own
FMRFX Mutual Fund
NAV$13.06
Fidelity Advisor Managed Retirement 2030 Fund Class K6
TER0.28%
Holdings33
See how much of FMRFX you already own
FMRFX Mutual Fund Overlap Analysis
FMRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, FMRFX may share significant positions with broad-market funds.
FMRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRFX tax-loss harvesting finds highly correlated but non-identical funds.