FERXX Mutual Fund Analysis & Holdings | MarketXLS

FERXX Mutual Fund

NAV$1.00

AUM$24M

TER0.95%

Holdings631

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FERXX Mutual Fund

NAV$1.00

Fidelity Tax-Exempt Money Market Fund Capital Reserves Class

AUM$24M

TER0.95%

Holdings631

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 FERXX 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 FERXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FERXX Mutual Fund Overlap Analysis

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

FERXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 631 holdings, FERXX may share significant positions with broad-market funds.

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