FMBFX Mutual Fund Analysis & Holdings | MarketXLS

FMBFX Mutual Fund

NAV$10.03

AUM$2M

TER0.62%

Holdings338

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FMBFX Mutual Fund

NAV$10.03

Fidelity Advisor Municipal Core Plus Bond Fund Class M

AUM$2M

TER0.62%

Holdings338

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

FMBFX Mutual Fund Overlap Analysis

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

FMBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, FMBFX may share significant positions with broad-market funds.

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