FNMTX Mutual Fund Analysis & Holdings | MarketXLS

FNMTX Mutual Fund

NAV$9.61

AUM$49M

TER0.86%

Holdings82

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FNMTX Mutual Fund

NAV$9.61

Nuveen New Mexico Municipal Bond Fund Class A

AUM$49M

TER0.86%

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

FNMTX Mutual Fund Overlap Analysis

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

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

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