FEPAX Mutual Fund
NAV$9.43
AUM$1.1B
TER0.75%
Holdings6,735
FEPAX Mutual Fund
NAV$9.43
Fidelity Advisor Total Bond Fund Class A
AUM$1.1B
TER0.75%
Holdings6,735
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FEPAX Mutual Fund Overlap Analysis
FEPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6735 holdings, FEPAX may share significant positions with broad-market funds.
FEPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEPAX tax-loss harvesting finds highly correlated but non-identical funds.