FSIWX Mutual Fund
FSIWX Mutual Fund
NAV$9.63
TER0.03%
Holdings45
FSIWX Mutual Fund
NAV$9.63
Fidelity SAI Intermediate Treasury Bond Index Fund
TER0.03%
Holdings45
FSIWX Mutual Fund Overlap Analysis
FSIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, FSIWX may share significant positions with broad-market funds.
FSIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSIWX tax-loss harvesting finds highly correlated but non-identical funds.