FRDEX Mutual Fund

NAV$13.78

AUM$128,102.05

TER0.39%

Holdings5

FRDEX Mutual Fund

NAV$13.78

Fidelity Advisor Sustainable Target Date 2070 Fund Class Z

AUM$128,102.05

TER0.39%

Holdings5

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Holdings Overlap Analysis

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

FRDEX Mutual Fund Overlap Analysis

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

FRDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRDEX may share significant positions with broad-market funds.

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