FIWEX Mutual Fund Analysis & Holdings | MarketXLS

FIWEX Mutual Fund

NAV$12.21

AUM$657M

TER0.40%

Holdings1,332

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FIWEX Mutual Fund

NAV$12.21

Fidelity Advisor Municipal Income Fund Class Z

AUM$657M

TER0.40%

Holdings1,332

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

FIWEX Mutual Fund Overlap Analysis

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

FIWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1332 holdings, FIWEX may share significant positions with broad-market funds.

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