FBAHX Mutual Fund

NAV$8.70

AUM$3M

TER0.71%

Holdings94

FBAHX Mutual Fund

NAV$8.70

Fidelity Advisor Tactical Bond Fund Class I

AUM$3M

TER0.71%

Holdings94

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Holdings Overlap Analysis

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

FBAHX Mutual Fund Overlap Analysis

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

FBAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, FBAHX may share significant positions with broad-market funds.

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