FIAEX Mutual Fund
NAV$9.20
TER0.45%
Holdings707
FIAEX Mutual Fund
NAV$9.20
Fidelity Sustainable Core Plus Bond Fund
TER0.45%
Holdings707
See inside every mutual fund you own
$49$29/moFirst 500. Cancel anytime.
FIAEX Mutual Fund Overlap Analysis
FIAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 707 holdings, FIAEX may share significant positions with broad-market funds.
FIAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIAEX tax-loss harvesting finds highly correlated but non-identical funds.