FMRUX Mutual Fund

NAV$7.50

AUM$275,810.01

TER0.73%

Holdings32

FMRUX Mutual Fund

NAV$7.50

Fidelity Advisor Managed Retirement 2035 Fund Class A

AUM$275,810.01

TER0.73%

Holdings32

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Holdings Overlap Analysis

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

FMRUX Mutual Fund Overlap Analysis

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

FMRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FMRUX may share significant positions with broad-market funds.

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