FRIRX Mutual Fund Analysis & Holdings | MarketXLS

FRIRX Mutual Fund

NAV$12.38

AUM$1.3B

TER0.70%

Holdings564

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FRIRX Mutual Fund

NAV$12.38

Fidelity Advisor Real Estate Income Fund Class I

AUM$1.3B

TER0.70%

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 FRIRX 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 FRIRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRIRX Mutual Fund Overlap Analysis

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

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

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