FIQCX Mutual Fund

NAV$34.85

AUM$3.2B

TER0.56%

Holdings35

See how much of FIQCX you already own

Just $25 once·$99/mo·Download sample

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FIQCX Mutual Fund

NAV$34.85

Fidelity Asset Manager 85% Fund Class Z

AUM$3.2B

TER0.56%

Holdings35

See how much of FIQCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FIQCX Mutual Fund Overlap Analysis

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

FIQCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, FIQCX may share significant positions with broad-market funds.

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