FTBRX Mutual Fund

NAV$11.44

AUM$90M

TER0.60%

Holdings1,055

FTBRX Mutual Fund

NAV$11.44

Fidelity Advisor Limited Term Bond Fund Class M

AUM$90M

TER0.60%

Holdings1,055

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Holdings Overlap Analysis

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

FTBRX Mutual Fund Overlap Analysis

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

FTBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1055 holdings, FTBRX may share significant positions with broad-market funds.

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