FRDEX Mutual Fund
FRDEX Mutual Fund
NAV$14.02
AUM$128,102.05
TER0.39%
Holdings5
See how much of FRDEX you already own
FRDEX Mutual Fund
NAV$14.02
Fidelity Advisor Sustainable Target Date 2070 Fund Class Z
AUM$128,102.05
TER0.39%
Holdings5
See how much of FRDEX you already own
FRDEX Mutual Fund Overlap Analysis
FRDEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FRDEX may share significant positions with broad-market funds.
FRDEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRDEX tax-loss harvesting finds highly correlated but non-identical funds.