FRBOX Mutual Fund
FRBOX Mutual Fund
NAV$13.39
AUM$11M
TER0.65%
Holdings27
See how much of FRBOX you already own
FRBOX Mutual Fund
NAV$13.39
Fidelity Advisor Freedom 2070 Fund Class Z
AUM$11M
TER0.65%
Holdings27
See how much of FRBOX you already own
FRBOX Mutual Fund Overlap Analysis
FRBOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FRBOX may share significant positions with broad-market funds.
FRBOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRBOX tax-loss harvesting finds highly correlated but non-identical funds.