FAVWX Mutual Fund Holdings Overlap Calculator | MarketXLS

FAVWX Mutual Fund

NAV$14.11

TER0.04%

Holdings5

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FAVWX Mutual Fund

NAV$14.11

Fidelity Freedom Index 2070 Fund Premier II Class

TER0.04%

Holdings5

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FAVWX Mutual Fund Overlap Analysis

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

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

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