FTDWX Mutual Fund
FTDWX Mutual Fund
NAV$14.77
AUM$31M
TER1.01%
Holdings32
See how much of FTDWX you already own
FTDWX Mutual Fund
NAV$14.77
Fidelity Asset Manager 20% Fund Class M
AUM$31M
TER1.01%
Holdings32
See how much of FTDWX you already own
FTDWX Mutual Fund Overlap Analysis
FTDWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTDWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FTDWX may share significant positions with broad-market funds.
FTDWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTDWX tax-loss harvesting finds highly correlated but non-identical funds.