FMRUX Mutual Fund

NAV$7.50

AUM$275,810.01

TER0.73%

Holdings32

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FMRUX Mutual Fund

NAV$7.50

Fidelity Advisor Managed Retirement 2035 Fund Class A

AUM$275,810.01

TER0.73%

Holdings32

See how much of FMRUX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FMRUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FMRUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FMRUX Mutual Fund Overlap Analysis

FMRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FMRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FMRUX may share significant positions with broad-market funds.

FMRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMRUX tax-loss harvesting finds highly correlated but non-identical funds.