FTASX Mutual Fund
FTASX Mutual Fund
NAV$33.89
AUM$83M
TER1.17%
Holdings29
See how much of FTASX you already own
FTASX Mutual Fund
NAV$33.89
Fidelity Asset Manager 70% Class M
AUM$83M
TER1.17%
Holdings29
See how much of FTASX you already own
FTASX Mutual Fund Overlap Analysis
FTASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, FTASX may share significant positions with broad-market funds.
FTASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTASX tax-loss harvesting finds highly correlated but non-identical funds.