FMBHX Mutual Fund Analysis & Holdings | MarketXLS

FMBHX Mutual Fund

NAV$10.03

AUM$15M

TER0.31%

Holdings338

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FMBHX Mutual Fund

NAV$10.03

Fidelity Advisor Municipal Core Plus Bond Fund Class Z

AUM$15M

TER0.31%

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

FMBHX Mutual Fund Overlap Analysis

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

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

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