FHUGX Mutual Fund
FHUGX Mutual Fund
NAV$12.00
AUM$278M
TER0.75%
Holdings1,332
See how much of FHUGX you already own
FHUGX Mutual Fund
NAV$12.00
Fidelity Advisor Municipal Income Fund Class A
AUM$278M
TER0.75%
Holdings1,332
See how much of FHUGX you already own
FHUGX Mutual Fund Overlap Analysis
FHUGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHUGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1332 holdings, FHUGX may share significant positions with broad-market funds.
FHUGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHUGX tax-loss harvesting finds highly correlated but non-identical funds.