FICWX Mutual Fund Analysis & Holdings | MarketXLS

FICWX Mutual Fund

NAV$13.24

TER0.30%

Holdings11

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FICWX Mutual Fund

NAV$13.24

American Funds Retirement Income Portfolio Conservative - Class F-3

TER0.30%

Holdings11

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

FICWX Mutual Fund Overlap Analysis

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

FICWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, FICWX may share significant positions with broad-market funds.

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