FASIX Mutual Fund
NAV$14.74
AUM$4.8B
TER0.49%
Holdings32
FASIX Mutual Fund
NAV$14.74
Fidelity Asset Manager 20% Fund
AUM$4.8B
TER0.49%
Holdings32
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FASIX Mutual Fund Overlap Analysis
FASIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FASIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FASIX may share significant positions with broad-market funds.
FASIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FASIX tax-loss harvesting finds highly correlated but non-identical funds.