FRAGX Mutual Fund
FRAGX Mutual Fund
NAV$14.77
TER0.03%
Holdings3
FRAGX Mutual Fund
NAV$14.77
Fidelity Aggressive Growth Allocation Fund
TER0.03%
Holdings3
FRAGX Mutual Fund Overlap Analysis
FRAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, FRAGX may share significant positions with broad-market funds.
FRAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRAGX tax-loss harvesting finds highly correlated but non-identical funds.