FMRHX Mutual Fund
FMRHX Mutual Fund
NAV$11.39
TER0.60%
Holdings31
FMRHX Mutual Fund
NAV$11.39
Fidelity Simplicity Rmd 2025 Fund
TER0.60%
Holdings31
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.