FASMX Mutual Fund
NAV$23.35
AUM$9.1B
TER0.53%
Holdings34
FASMX Mutual Fund
NAV$23.35
Fidelity Asset Manager 50%
AUM$9.1B
TER0.53%
Holdings34
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FASMX Mutual Fund Overlap Analysis
FASMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FASMX may share significant positions with broad-market funds.
FASMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FASMX tax-loss harvesting finds highly correlated but non-identical funds.