FRBOX Mutual Fund

NAV$13.10

AUM$11M

TER0.65%

Holdings27

FRBOX Mutual Fund

NAV$13.10

Fidelity Advisor Freedom 2070 Fund Class Z

AUM$11M

TER0.65%

Holdings27

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Holdings Overlap Analysis

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

FRBOX Mutual Fund Overlap Analysis

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

FRBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FRBOX may share significant positions with broad-market funds.

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