FBAUX Mutual Fund
FBAUX Mutual Fund
NAV$35.40
TER0.51%
Holdings331
See how much of FBAUX you already own
FBAUX Mutual Fund
NAV$35.40
Fidelity Balanced Fund Class I
TER0.51%
Holdings331
See how much of FBAUX you already own
FBAUX Mutual Fund Overlap Analysis
FBAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, FBAUX may share significant positions with broad-market funds.
FBAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBAUX tax-loss harvesting finds highly correlated but non-identical funds.