FRBJX Mutual Fund
NAV$13.34
AUM$8M
TER0.94%
Holdings27
FRBJX Mutual Fund
NAV$13.34
Fidelity Advisor Freedom 2070 Fund Class A
AUM$8M
TER0.94%
Holdings27
See inside every mutual fund you own
$29/moCancel anytime.
FRBJX Mutual Fund Overlap Analysis
FRBJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FRBJX may share significant positions with broad-market funds.
FRBJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRBJX tax-loss harvesting finds highly correlated but non-identical funds.