FNMRX Mutual Fund Analysis & Holdings | MarketXLS

FNMRX Mutual Fund

NAV$9.65

AUM$24M

TER0.66%

Holdings82

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FNMRX Mutual Fund

NAV$9.65

Nuveen New Mexico Municipal Bond Fund Class R

AUM$24M

TER0.66%

Holdings82

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

FNMRX Mutual Fund Overlap Analysis

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

FNMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, FNMRX may share significant positions with broad-market funds.

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