FIMUX Mutual Fund Analysis & Holdings | MarketXLS

FIMUX Mutual Fund

NAV$9.03

AUM$157M

TER0.70%

Holdings32

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FIMUX Mutual Fund

NAV$9.03

Frost Municipal Bond Fund Insti Class

AUM$157M

TER0.70%

Holdings32

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

FIMUX Mutual Fund Overlap Analysis

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

FIMUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FIMUX may share significant positions with broad-market funds.

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