FTFEX Mutual Fund
NAV$16.04
AUM$437M
TER1.11%
Holdings45
FTFEX Mutual Fund
NAV$16.04
Fidelity Advisor Freedom 2030 Fund Class M
AUM$437M
TER1.11%
Holdings45
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FTFEX Mutual Fund Overlap Analysis
FTFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FTFEX may share significant positions with broad-market funds.
FTFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTFEX tax-loss harvesting finds highly correlated but non-identical funds.