FRCRX Mutual Fund
FRCRX Mutual Fund
NAV$13.72
TER0.39%
Holdings5
See how much of FRCRX you already own
FRCRX Mutual Fund
NAV$13.72
Fidelity Advisor Sustainable Target Date 2070 Fund Class K
TER0.39%
Holdings5
See how much of FRCRX you already own
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.