FEFIX Mutual Fund
NAV$16.46
AUM$109M
TER0.61%
Holdings45
FEFIX Mutual Fund
NAV$16.46
Fidelity Advisor Freedom 2030 Fund Class I
AUM$109M
TER0.61%
Holdings45
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FEFIX Mutual Fund Overlap Analysis
FEFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FEFIX may share significant positions with broad-market funds.
FEFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEFIX tax-loss harvesting finds highly correlated but non-identical funds.