FCTFX Mutual Fund
FCTFX Mutual Fund
NAV$12.22
AUM$1.9B
TER0.43%
Holdings717
FCTFX Mutual Fund
NAV$12.22
Fidelity Advisor California Municipal Income fund
AUM$1.9B
TER0.43%
Holdings717
FCTFX Mutual Fund Overlap Analysis
FCTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 717 holdings, FCTFX may share significant positions with broad-market funds.
FCTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCTFX tax-loss harvesting finds highly correlated but non-identical funds.