FFNAX Mutual Fund

NAV$15.02

AUM$87M

TER0.78%

Holdings34

FFNAX Mutual Fund

NAV$15.02

Fidelity Asset Manager 40% Class A

AUM$87M

TER0.78%

Holdings34

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Holdings Overlap Analysis

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

FFNAX Mutual Fund Overlap Analysis

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

FFNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FFNAX may share significant positions with broad-market funds.

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