FMRHX Mutual Fund
FMRHX Mutual Fund
NAV$11.39
TER0.60%
Holdings31
See how much of FMRHX you already own
FMRHX Mutual Fund
NAV$11.39
Fidelity Simplicity Rmd 2025 Fund
TER0.60%
Holdings31
See how much of FMRHX you already own
FMRHX Mutual Fund Overlap Analysis
FMRHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, FMRHX may share significant positions with broad-market funds.
FMRHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRHX tax-loss harvesting finds highly correlated but non-identical funds.