FIQSX Mutual Fund Analysis & Holdings | MarketXLS

FIQSX Mutual Fund

NAV$9.01

AUM$3.3B

TER0.67%

Holdings619

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FIQSX Mutual Fund

NAV$9.01

Fidelity Advisor Floating Rate High Income Fund Class Z

AUM$3.3B

TER0.67%

Holdings619

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

FIQSX Mutual Fund Overlap Analysis

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

FIQSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 619 holdings, FIQSX may share significant positions with broad-market funds.

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