FRYBX Mutual Fund
FRYBX Mutual Fund
NAV$12.19
AUM$1M
TER0.03%
Holdings4
See how much of FRYBX you already own
FRYBX Mutual Fund
NAV$12.19
Fidelity Balanced Allocation Fund
AUM$1M
TER0.03%
Holdings4
See how much of FRYBX you already own
FRYBX Mutual Fund Overlap Analysis
FRYBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRYBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, FRYBX may share significant positions with broad-market funds.
FRYBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRYBX tax-loss harvesting finds highly correlated but non-identical funds.