FBIFX Mutual Fund
FBIFX Mutual Fund
NAV$32.20
AUM$1.9B
TER0.12%
Holdings5
See how much of FBIFX you already own
FBIFX Mutual Fund
NAV$32.20
Fidelity Freedom Index 2040 Fund Investor Class
AUM$1.9B
TER0.12%
Holdings5
See how much of FBIFX you already own
FBIFX Mutual Fund Overlap Analysis
FBIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FBIFX may share significant positions with broad-market funds.
FBIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBIFX tax-loss harvesting finds highly correlated but non-identical funds.