FRBOX Mutual Fund

FRBOX Mutual Fund (Fidelity Advisor Freedom 2070 Fund Class Z) is managed by Fidelity Investments (US) with $10.9M in net assets. FRBOX expense ratio is 0.65%, holding 27 positions across sectors including Financials. Inception date: 2024-06-28.

FRBOX performance shows a YTD return of 13.76%. The 1-year return is 21.16%. FRBOX dividend yield stands at 1.67%, paid semi-annually.

FRBOX top holdings include Fidelity Series Emerging Markets Opportunities Fund (11.9%), Fidelity Series Large Cap Stock Fund (11.2%), Fidelity Series International Growth Fund (8.1%), Fidelity Advisor Series Equity Growth Fund (8.0%), Fidelity Series Overseas Fund (7.9%). Go to all FRBOX holdings, FRBOX sectors, or FRBOX dividends.

FRBOX can be compared against other funds. Use FRBOX overlap to find shared positions, or FRBOX vs another fund for a side-by-side view. FRBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.