FZAAX Mutual Fund
FZAAX Mutual Fund
NAV$29.88
AUM$1.3B
TER0.41%
Holdings327
FZAAX Mutual Fund
NAV$29.88
Fidelity Advisor Balanced Fund Class Z
AUM$1.3B
TER0.41%
Holdings327
FZAAX Mutual Fund Overlap Analysis
FZAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FZAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 327 holdings, FZAAX may share significant positions with broad-market funds.
FZAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FZAAX tax-loss harvesting finds highly correlated but non-identical funds.