FZAAX Mutual Fund
FZAAX Mutual Fund
NAV$29.88
AUM$1.3B
TER0.41%
Holdings327
See how much of FZAAX you already own
FZAAX Mutual Fund
NAV$29.88
Fidelity Advisor Balanced Fund Class Z
AUM$1.3B
TER0.41%
Holdings327
See how much of FZAAX you already own
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.