FBARX Mutual Fund

NAV$35.63

TER1.51%

Holdings331

FBARX Mutual Fund

NAV$35.63

Fidelity Balanced Fund Class C

TER1.51%

Holdings331

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Holdings Overlap Analysis

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

FBARX Mutual Fund Overlap Analysis

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

FBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, FBARX may share significant positions with broad-market funds.

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