FTBRX Mutual Fund

NAV$11.45

AUM$90M

TER0.60%

Holdings1,055

See how much of FTBRX you already own

Just $25 once·$99/mo·Download sample

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FTBRX Mutual Fund

NAV$11.45

Fidelity Advisor Limited Term Bond Fund Class M

AUM$90M

TER0.60%

Holdings1,055

See how much of FTBRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FTBRX Mutual Fund Overlap Analysis

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

FTBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1055 holdings, FTBRX may share significant positions with broad-market funds.

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