FHUGX Mutual Fund Analysis & Holdings | MarketXLS

FHUGX Mutual Fund

NAV$12.20

AUM$278M

TER0.75%

Holdings1,332

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FHUGX Mutual Fund

NAV$12.20

Fidelity Advisor Municipal Income Fund Class A

AUM$278M

TER0.75%

Holdings1,332

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

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.