FRCWX Mutual Fund
FRCWX Mutual Fund
NAV$13.92
AUM$91,599.03
TER0.74%
Holdings5
See how much of FRCWX you already own
FRCWX Mutual Fund
NAV$13.92
Fidelity Advisor Sustainable Target Date 2070 Fund Class A
AUM$91,599.03
TER0.74%
Holdings5
See how much of FRCWX you already own
FRCWX Mutual Fund Overlap Analysis
FRCWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRCWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRCWX may share significant positions with broad-market funds.
FRCWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRCWX tax-loss harvesting finds highly correlated but non-identical funds.