FTCWX Mutual Fund
FTCWX Mutual Fund
NAV$14.53
AUM$11M
TER1.51%
Holdings32
See how much of FTCWX you already own
FTCWX Mutual Fund
NAV$14.53
Fidelity Asset Manager 20% Fund Class C
AUM$11M
TER1.51%
Holdings32
See how much of FTCWX you already own
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.