FIXRX Mutual Fund

NAV$62.78

AUM$17M

TER0.47%

Holdings34

FIXRX Mutual Fund

NAV$62.78

Fidelity Advisor Managed Retirement 2025 Fund

AUM$17M

TER0.47%

Holdings34

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Holdings Overlap Analysis

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

FIXRX Mutual Fund Overlap Analysis

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

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

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