FSFWX Mutual Fund Analysis & Holdings | MarketXLS

FSFWX Mutual Fund

NAV$85.12

AUM$49M

TER0.70%

Holdings857

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FSFWX Mutual Fund

NAV$85.12

SMALLCAP World Fund Class 529-F-3

AUM$49M

TER0.70%

Holdings857

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 FSFWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSFWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSFWX Mutual Fund Overlap Analysis

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

FSFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, FSFWX may share significant positions with broad-market funds.

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