FYMIX Mutual Fund
FYMIX Mutual Fund
NAV$12.96
AUM$5M
TER0.48%
Holdings7
See how much of FYMIX you already own
FYMIX Mutual Fund
NAV$12.96
Fidelity Advisor Sustainable Multi-Asset Fund Class I
AUM$5M
TER0.48%
Holdings7
See how much of FYMIX you already own
FYMIX Mutual Fund Overlap Analysis
FYMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FYMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, FYMIX may share significant positions with broad-market funds.
FYMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FYMIX tax-loss harvesting finds highly correlated but non-identical funds.