FRDDX Mutual Fund
NAV$14.01
AUM$126,879.99
TER0.49%
Holdings5
FRDDX Mutual Fund
NAV$14.01
Fidelity Advisor Sustainable Target Date 2070 Fund Class I
AUM$126,879.99
TER0.49%
Holdings5
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FRDDX Mutual Fund Overlap Analysis
FRDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRDDX may share significant positions with broad-market funds.
FRDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDDX tax-loss harvesting finds highly correlated but non-identical funds.