FSRMX Mutual Fund

NAV$10.64

TER0.64%

Holdings30

See inside every fund you own

$99/yr Pro · Cancel anytime

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FSRMX Mutual Fund

NAV$10.64

Fidelity Simplicity RMD 2030 Fund

TER0.64%

Holdings30

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FSRMX 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 FSRMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSRMX Mutual Fund Overlap Analysis

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

FSRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, FSRMX may share significant positions with broad-market funds.

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