FIWAX Mutual Fund Analysis & Holdings | MarketXLS

FIWAX Mutual Fund

NAV$10.57

AUM$569M

TER0.25%

Holdings954

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FIWAX Mutual Fund

NAV$10.57

Fidelity Advisor Limited Term Municipal Income Fund Class Z

AUM$569M

TER0.25%

Holdings954

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

FIWAX Mutual Fund Overlap Analysis

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

FIWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 954 holdings, FIWAX may share significant positions with broad-market funds.

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