FTAAX Mutual Fund
FTAAX Mutual Fund
NAV$13.44
AUM$77M
TER0.77%
Holdings36
See how much of FTAAX you already own
FTAAX Mutual Fund
NAV$13.44
Fidelity Asset Manager 30% Class A
AUM$77M
TER0.77%
Holdings36
See how much of FTAAX you already own
FTAAX Mutual Fund Overlap Analysis
FTAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, FTAAX may share significant positions with broad-market funds.
FTAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTAAX tax-loss harvesting finds highly correlated but non-identical funds.