FBARX Mutual Fund
FBARX Mutual Fund
NAV$35.44
TER1.51%
Holdings331
See how much of FBARX you already own
FBARX Mutual Fund
NAV$35.44
Fidelity Balanced Fund Class C
TER1.51%
Holdings331
See how much of FBARX you already own
FBARX Mutual Fund Overlap Analysis
FBARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, FBARX may share significant positions with broad-market funds.
FBARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBARX tax-loss harvesting finds highly correlated but non-identical funds.