FRGAX Mutual Fund
FRGAX Mutual Fund
NAV$13.70
AUM$2M
TER0.03%
Holdings4
See how much of FRGAX you already own
FRGAX Mutual Fund
NAV$13.70
Fidelity Growth Allocation Fund
AUM$2M
TER0.03%
Holdings4
See how much of FRGAX you already own
FRGAX Mutual Fund Overlap Analysis
FRGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, FRGAX may share significant positions with broad-market funds.
FRGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRGAX tax-loss harvesting finds highly correlated but non-identical funds.