Fund comparison · from official SEC filings

FAFAX vs FIRNX: how much do they overlap?

Fidelity Advisor Freedom Retirement Fund and Fidelity Simplicity RMD Income Fund
Holdings overlap
86%
of assets, by weight
Shared positions
31
of 42 / 33 holdings
FAFAX expense ratio
0.71%
net, per year
FIRNX expense ratio
0.46%
net, per year
FAFAX and FIRNX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FAFAX
FIRNX
F
FSIGXFIDELITY SER INV GRD BND
33.29%
41.65%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
21.06%
21.01%
F
FGNXXFIDELITY SER GOVT MMKT
5.47%
4.42%
F
FSTQXFIDELITY SER INTL DEV MRK
4.69%
4.00%
F
FEMSXFIDELITY SER EMRG MRKT OPP
3.86%
4.52%
F
FGLGXFIDELITY SER LRG CAP STK
2.80%
1.66%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.79%
2.55%
F
FINVXFIDELITY SER INTL VAL
2.33%
2.00%
F
FSOSXFIDELITY SERIES OVERSEAS
2.27%
1.97%
F
FIGSXFIDELITY SER INTL GRWTH
2.22%
1.99%
F
FYBTXFIDELITY SER SH TRM CRDT
1.85%
1.12%
F
FCSSXFIDELITY SER COMMOD STRAT
1.79%
0.23%
F
FVWSXFIDELITY SER OPP INSIGHT
1.73%
1.01%
F
FCNSXFIDELITY SERIES CANADA
1.72%
0.76%
F
FBLEXFIDELITY SER STOCK SEL L/C
1.72%
1.11%
F
FNKLXFIDELITY SER VAL DISCOV
1.72%
1.02%
F
FSTSXFIDELITY SER INTL SM CAP
0.97%
1.45%
F
FHKFXFIDELITY SER EMRG MRKT
0.86%
1.14%
F
FSAEXFIDELITY SER ALL SCTR EQ
0.95%
0.33%
F
FSTDXFIDELITY SER 5+Y INFL-PR
0.04%
0.60%
F
FSHNXFIDELITY SER HIGH INCOME
0.54%
0.55%
F
FEDCXFIDELITY SER EMG MKT DBT
0.54%
0.53%
F
FIOOXFIDELITY SER L/C VAL INDX
0.28%
0.50%
F
FSOPXFIDELITY SER SM CAP OPP
0.46%
0.38%
F
FDMLXFIDELITY SER INTRIN OPP
0.31%
0.28%
Only in FAFAX
F
FMFMXFIDELITY ADV EQUITY GROWTH
2.04%
F
FAOFXFIDELITY ADV GROWTH OPP
1.42%
?
Fidelity Revere Street Trust
0.24%
B
B 0 04.23.26TREASURY BILL
0.14%
B
B 0 04.30.26TREASURY BILL
0.09%
F
FSSJXFIDELITY SER SEL INTL SM CAP
0.08%
?
CHICAGO MERCANTILE EXCH INC
0.05%
B
B 0 06.18.26TREASURY BILL
0.02%
B
B 0 05.07.26TREASURY BILL
0.01%
?
ICE FUTURES US
0.00%
?
Chicago Board of Trade
-0.09%
Only in FIRNX
F
FCGSXFIDELITY SER GROWTH COMP
1.69%
F
FSBDXFIDELITY SER BLUE CHIP GR
0.93%
Hold FAFAX and FIRNX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
FAFAX vs FIRNX: 86% holdings overlap — Unwrap.Fund