FHZEX Mutual Fund

NAV$15.72

AUM$5M

TER1.47%

Holdings48

FHZEX Mutual Fund

NAV$15.72

Fidelity Freedom Blend 2040 Fund Class C

AUM$5M

TER1.47%

Holdings48

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare FHZEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FHZEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FHZEX Mutual Fund Overlap Analysis

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

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

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