FRDCX Mutual Fund
FRDCX Mutual Fund
NAV$13.87
AUM$83,889.81
TER1.49%
Holdings5
See how much of FRDCX you already own
FRDCX Mutual Fund
NAV$13.87
Fidelity Advisor Sustainable Target Date 2070 Fund Class C
AUM$83,889.81
TER1.49%
Holdings5
See how much of FRDCX you already own
FRDCX Mutual Fund Overlap Analysis
FRDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRDCX may share significant positions with broad-market funds.
FRDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDCX tax-loss harvesting finds highly correlated but non-identical funds.