FIQBX Mutual Fund
FIQBX Mutual Fund
NAV$33.96
AUM$3.1B
TER0.55%
Holdings29
See how much of FIQBX you already own
FIQBX Mutual Fund
NAV$33.96
Fidelity Asset Manager 70% Class Z
AUM$3.1B
TER0.55%
Holdings29
See how much of FIQBX you already own
FIQBX Mutual Fund Overlap Analysis
FIQBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIQBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, FIQBX may share significant positions with broad-market funds.
FIQBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIQBX tax-loss harvesting finds highly correlated but non-identical funds.