FRIOX Mutual Fund Analysis & Holdings | MarketXLS

FRIOX Mutual Fund

NAV$12.12

AUM$22M

TER1.70%

Holdings564

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FRIOX Mutual Fund

NAV$12.12

Fidelity Advisor Real Estate Income Fund Class C

AUM$22M

TER1.70%

Holdings564

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FRIOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRIOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRIOX Mutual Fund Overlap Analysis

FRIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FRIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 564 holdings, FRIOX may share significant positions with broad-market funds.

FRIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRIOX tax-loss harvesting finds highly correlated but non-identical funds.