FRBJX Mutual Fund Analysis & Holdings | MarketXLS

FRBJX Mutual Fund

NAV$13.41

AUM$8M

TER0.94%

Holdings27

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FRBJX Mutual Fund

NAV$13.41

Fidelity Advisor Freedom 2070 Fund Class A

AUM$8M

TER0.94%

Holdings27

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

FRBJX Mutual Fund Overlap Analysis

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

FRBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FRBJX may share significant positions with broad-market funds.

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