FTCWX Mutual Fund Analysis & Holdings | MarketXLS

FTCWX Mutual Fund

NAV$14.63

AUM$11M

TER1.51%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FTCWX Mutual Fund

NAV$14.63

Fidelity Asset Manager 20% Fund Class C

AUM$11M

TER1.51%

Holdings32

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

FTCWX Mutual Fund Overlap Analysis

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

FTCWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FTCWX may share significant positions with broad-market funds.

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