FFIVX Mutual Fund

NAV$10.35

AUM$15M

TER0.47%

Holdings39

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FFIVX Mutual Fund

NAV$10.35

Fidelity Advisor Freedom 2005 Fund Class I

AUM$15M

TER0.47%

Holdings39

See inside every fund you own

$99/yr 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 FFIVX 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 FFIVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FFIVX Mutual Fund Overlap Analysis

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

FFIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, FFIVX may share significant positions with broad-market funds.

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