FRBKX Mutual Fund Analysis & Holdings | MarketXLS

FRBKX Mutual Fund

NAV$13.38

AUM$3M

TER1.19%

Holdings27

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FRBKX Mutual Fund

NAV$13.38

Fidelity Advisor Freedom 2070 Fund Class M

AUM$3M

TER1.19%

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

FRBKX Mutual Fund Overlap Analysis

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

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

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