FMWIX Mutual Fund
FMWIX Mutual Fund
NAV$10.89
TER0.03%
Holdings4
See how much of FMWIX you already own
FMWIX Mutual Fund
NAV$10.89
Fidelity Moderate with Income Allocation Fund
TER0.03%
Holdings4
See how much of FMWIX you already own
FMWIX Mutual Fund Overlap Analysis
FMWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, FMWIX may share significant positions with broad-market funds.
FMWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMWIX tax-loss harvesting finds highly correlated but non-identical funds.