FTAWX Mutual Fund
FTAWX Mutual Fund
NAV$14.80
AUM$53M
TER0.76%
Holdings32
See how much of FTAWX you already own
FTAWX Mutual Fund
NAV$14.80
Fidelity Asset Manager 20% Fund Class A
AUM$53M
TER0.76%
Holdings32
See how much of FTAWX you already own
FTAWX Mutual Fund Overlap Analysis
FTAWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTAWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FTAWX may share significant positions with broad-market funds.
FTAWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTAWX tax-loss harvesting finds highly correlated but non-identical funds.