FARFX Mutual Fund

NAV$62.63

AUM$2M

TER0.72%

Holdings34

FARFX Mutual Fund

NAV$62.63

Fidelity Advisor Managed Retirement 2025 Fund Class A

AUM$2M

TER0.72%

Holdings34

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Holdings Overlap Analysis

Compare FARFX 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 FARFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FARFX Mutual Fund Overlap Analysis

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

FARFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FARFX may share significant positions with broad-market funds.

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