FTCXX Mutual Fund

FTCXX Mutual Fund (Fidelity Institutional Tax-Exempt Portfolio Class I) is managed by Fidelity Investments (US) with $11.72B in net assets. FTCXX expense ratio is 0.18%, holding 848 positions across sectors including Financials, Health Care, Utilities. Inception date: 1985-07-25.

FTCXX performance shows a YTD return of 0.80%. The 1-year return is 1.88% and the 5-year return is 2.28%. FTCXX dividend yield stands at 2.16%, paid monthly.

FTCXX top holdings include Fidelity Tax-free Cash Central Fund (11.5%), Tx Methodist Hlth 25C Q=Ba V7 (1.1%), Connecticut St 0% 05/15/2034 (1.0%), RB (Intermountain Healthcare) Series 2022F 2.480000% (0.9%), Water & Sewer System 2Nd General Resolution Rb Fiscal 2026 Series Ee 3.450000% 3.45 2041-06-15 (0.7%). Go to all FTCXX holdings, FTCXX sectors, or FTCXX dividends.

FTCXX can be compared against other funds. Use FTCXX overlap to find shared positions, or FTCXX vs another fund for a side-by-side view. FTCXX alternatives are available via the screener, along with tax-loss harvesting opportunities.