FRQAX Mutual Fund

NAV$57.85

AUM$80,396.4

TER0.70%

Holdings34

See how much of FRQAX you already own

Just $25 once·$69/mo·Download sample

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FRQAX Mutual Fund

NAV$57.85

Fidelity Advisor Managed Retirement 2010 Fund Class A

AUM$80,396.4

TER0.70%

Holdings34

See how much of FRQAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FRQAX Mutual Fund Overlap Analysis

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

FRQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FRQAX may share significant positions with broad-market funds.

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