FRQHX Mutual Fund
FRQHX Mutual Fund
NAV$57.82
TER0.25%
Holdings34
See how much of FRQHX you already own
FRQHX Mutual Fund
NAV$57.82
Fidelity Advisor Managed Retirement 2010 Fund Class K6
TER0.25%
Holdings34
See how much of FRQHX you already own
FRQHX Mutual Fund Overlap Analysis
FRQHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRQHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FRQHX may share significant positions with broad-market funds.
FRQHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRQHX tax-loss harvesting finds highly correlated but non-identical funds.