FMBMX Mutual Fund
NAV$10.03
AUM$4M
TER0.62%
Holdings338
FMBMX Mutual Fund
NAV$10.03
Fidelity Advisor Municipal Core Plus Bond Fund Class A
AUM$4M
TER0.62%
Holdings338
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FMBMX Mutual Fund Overlap Analysis
FMBMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, FMBMX may share significant positions with broad-market funds.
FMBMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMBMX tax-loss harvesting finds highly correlated but non-identical funds.