FHOEX Mutual Fund

NAV$16.03

AUM$6M

TER0.97%

Holdings48

FHOEX Mutual Fund

NAV$16.03

Fidelity Freedom Blend 2040 Fund Class M

AUM$6M

TER0.97%

Holdings48

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Holdings Overlap Analysis

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

FHOEX Mutual Fund Overlap Analysis

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

FHOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, FHOEX may share significant positions with broad-market funds.

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