FIJBX Mutual Fund Analysis & Holdings | MarketXLS

FIJBX Mutual Fund

NAV$12.25

AUM$135M

TER0.40%

Holdings717

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FIJBX Mutual Fund

NAV$12.25

Fidelity Advisor California Municipal Income fund class Z

AUM$135M

TER0.40%

Holdings717

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

FIJBX Mutual Fund Overlap Analysis

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

FIJBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 717 holdings, FIJBX may share significant positions with broad-market funds.

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