FAMHX Mutual Fund

NAV$10.05

AUM$3M

TER0.65%

Holdings109

See how much of FAMHX you already own

Just $25 once·$69/mo·Download sample

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FAMHX Mutual Fund

NAV$10.05

Fidelity Advisor Municipal Income 2025 Fund Class A

AUM$3M

TER0.65%

Holdings109

See how much of FAMHX 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 FAMHX 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 FAMHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FAMHX Mutual Fund Overlap Analysis

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

FAMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, FAMHX may share significant positions with broad-market funds.

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