FIRFX Mutual Fund

NAV$63.03

AUM$70,017.47

TER0.47%

Holdings34

FIRFX Mutual Fund

NAV$63.03

Fidelity Advisor Managed Retirement 2025 Fund Class I

AUM$70,017.47

TER0.47%

Holdings34

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Holdings Overlap Analysis

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

FIRFX Mutual Fund Overlap Analysis

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

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

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