FAMYX Mutual Fund Analysis & Holdings | MarketXLS

FAMYX Mutual Fund

NAV$10.05

AUM$4M

TER0.40%

Holdings109

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FAMYX Mutual Fund

NAV$10.05

Fidelity Advisor Municipal Income 2025 Fund Class I

AUM$4M

TER0.40%

Holdings109

See inside every fund you own

$45/quarter 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 FAMYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FAMYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FAMYX Mutual Fund Overlap Analysis

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

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

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