FRQIX Mutual Fund

NAV$57.85

AUM$39,818.65

TER0.45%

Holdings34

FRQIX Mutual Fund

NAV$57.85

Fidelity Advisor Managed Retirement 2010 Fund Class I

AUM$39,818.65

TER0.45%

Holdings34

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Holdings Overlap Analysis

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

FRQIX Mutual Fund Overlap Analysis

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

FRQIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FRQIX may share significant positions with broad-market funds.

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