FARSX Mutual Fund
NAV$58.10
AUM$457,336.8
TER0.71%
Holdings34
FARSX Mutual Fund
NAV$58.10
Fidelity Advisor Managed Retirement 2015 Fund Class A
AUM$457,336.8
TER0.71%
Holdings34
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FARSX Mutual Fund Overlap Analysis
FARSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FARSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FARSX may share significant positions with broad-market funds.
FARSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FARSX tax-loss harvesting finds highly correlated but non-identical funds.