FSMTX Mutual Fund
FSMTX Mutual Fund
NAV$8.92
TER0.29%
Holdings6,245
FSMTX Mutual Fund
NAV$8.92
Fidelity SAI Total Bond Fund
TER0.29%
Holdings6,245
FSMTX Mutual Fund Overlap Analysis
FSMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6245 holdings, FSMTX may share significant positions with broad-market funds.
FSMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSMTX tax-loss harvesting finds highly correlated but non-identical funds.