FRYBX Mutual Fund

NAV$12.24

AUM$1M

TER0.03%

Holdings4

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FRYBX Mutual Fund

NAV$12.24

Fidelity Balanced Allocation Fund

AUM$1M

TER0.03%

Holdings4

See inside every fund you own

$99/yr 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 FRYBX 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 FRYBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.