FRCRX Mutual Fund Analysis & Holdings | MarketXLS

FRCRX Mutual Fund

NAV$14.05

TER0.39%

Holdings5

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

FRCRX Mutual Fund

NAV$14.05

Fidelity Advisor Sustainable Target Date 2070 Fund Class K

TER0.39%

Holdings5

See inside every fund you own

$99/yr 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 FRCRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRCRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRCRX Mutual Fund Overlap Analysis

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

FRCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRCRX may share significant positions with broad-market funds.

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