FBIFX Mutual Fund
NAV$32.01
AUM$1.9B
TER0.12%
Holdings5
FBIFX Mutual Fund
NAV$32.01
Fidelity Freedom Index 2040 Fund Investor Class
AUM$1.9B
TER0.12%
Holdings5
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FBIFX Mutual Fund Overlap Analysis
FBIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FBIFX may share significant positions with broad-market funds.
FBIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBIFX tax-loss harvesting finds highly correlated but non-identical funds.