FIRQX Mutual Fund
FIRQX Mutual Fund
NAV$57.82
TER0.45%
Holdings34
See how much of FIRQX you already own
FIRQX Mutual Fund
NAV$57.82
Fidelity Advisor Managed Retirement 2010 Fund
TER0.45%
Holdings34
See how much of FIRQX you already own
FIRQX Mutual Fund Overlap Analysis
FIRQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIRQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FIRQX may share significant positions with broad-market funds.
FIRQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIRQX tax-loss harvesting finds highly correlated but non-identical funds.