FYMRX Mutual Fund
NAV$13.18
TER0.48%
Holdings8
FYMRX Mutual Fund
NAV$13.18
Fidelity Advisor Sustainable Multi-Asset Fund
TER0.48%
Holdings8
FYMRX Mutual Fund Overlap Analysis
FYMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FYMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FYMRX may share significant positions with broad-market funds.
FYMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FYMRX tax-loss harvesting finds highly correlated but non-identical funds.