FICWX Mutual Fund
FICWX Mutual Fund
NAV$13.22
TER0.30%
Holdings11
See how much of FICWX you already own
FICWX Mutual Fund
NAV$13.22
American Funds Retirement Income Portfolio Conservative - Class F-3
TER0.30%
Holdings11
See how much of FICWX you already own
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.