FTAAX Mutual Fund

NAV$13.31

AUM$77M

TER0.77%

Holdings36

FTAAX Mutual Fund

NAV$13.31

Fidelity Asset Manager 30% Class A

AUM$77M

TER0.77%

Holdings36

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Holdings Overlap Analysis

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

FTAAX Mutual Fund Overlap Analysis

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

FTAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, FTAAX may share significant positions with broad-market funds.

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