FGBMX Mutual Fund Analysis & Holdings | MarketXLS

FGBMX Mutual Fund

NAV$13.93

AUM$529M

TER0.70%

Holdings465

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FGBMX Mutual Fund

NAV$13.93

Fidelity New Markets Income Fund Class Z

AUM$529M

TER0.70%

Holdings465

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

FGBMX Mutual Fund Overlap Analysis

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

FGBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 465 holdings, FGBMX may share significant positions with broad-market funds.

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