FTINX Mutual Fund
FTINX Mutual Fund
NAV$13.41
AUM$22M
TER0.52%
Holdings36
See how much of FTINX you already own
FTINX Mutual Fund
NAV$13.41
Fidelity Asset Manager 30% Class I
AUM$22M
TER0.52%
Holdings36
See how much of FTINX you already own
FTINX Mutual Fund Overlap Analysis
FTINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, FTINX may share significant positions with broad-market funds.
FTINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTINX tax-loss harvesting finds highly correlated but non-identical funds.