FMBGX Mutual Fund Analysis & Holdings | MarketXLS

FMBGX Mutual Fund

NAV$10.03

AUM$2M

TER0.37%

Holdings338

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FMBGX Mutual Fund

NAV$10.03

Fidelity Advisor Municipal Core Plus Bond Fund Class I

AUM$2M

TER0.37%

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

FMBGX Mutual Fund Overlap Analysis

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

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

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