FIMSX Mutual Fund

NAV$10.05

AUM$15M

TER0.40%

Holdings109

FIMSX Mutual Fund

NAV$10.05

Fidelity Advisor Municipal Income 2025 Fund

AUM$15M

TER0.40%

Holdings109

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Holdings Overlap Analysis

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

FIMSX Mutual Fund Overlap Analysis

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

FIMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, FIMSX may share significant positions with broad-market funds.

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