FIPFX Mutual Fund Analysis & Holdings | MarketXLS

FIPFX Mutual Fund

NAV$35.22

AUM$1.1B

TER0.12%

Holdings5

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FIPFX Mutual Fund

NAV$35.22

Fidelity Freedom Index 2050 Fund Investor Class

AUM$1.1B

TER0.12%

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

FIPFX Mutual Fund Overlap Analysis

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

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

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