FAMRX Mutual Fund

NAV$34.80

AUM$2.4B

TER0.63%

Holdings35

FAMRX Mutual Fund

NAV$34.80

Fidelity Asset Manager 85% Fund

AUM$2.4B

TER0.63%

Holdings35

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Holdings Overlap Analysis

Compare FAMRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FAMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FAMRX Mutual Fund Overlap Analysis

FAMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FAMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FAMRX may share significant positions with broad-market funds.

FAMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAMRX tax-loss harvesting finds highly correlated but non-identical funds.