FSBXX Mutual Fund Holdings Overlap Calculator | MarketXLS

FSBXX Mutual Fund

NAV$1.00

AUM$4.4B

TER0.20%

Holdings414

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FSBXX Mutual Fund

NAV$1.00

Fidelity California Municipal Money Market Fund Institutional Class

AUM$4.4B

TER0.20%

Holdings414

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

FSBXX Mutual Fund Overlap Analysis

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

FSBXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 414 holdings, FSBXX may share significant positions with broad-market funds.

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