FEPTX Mutual Fund

NAV$9.41

AUM$290M

TER0.75%

Holdings6,735

FEPTX Mutual Fund

NAV$9.41

Fidelity Advisor Total Bond Fund Class M

AUM$290M

TER0.75%

Holdings6,735

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Holdings Overlap Analysis

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

FEPTX Mutual Fund Overlap Analysis

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

FEPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6735 holdings, FEPTX may share significant positions with broad-market funds.

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