FTCXX Mutual Fund
FTCXX Mutual Fund
NAV$1.00
AUM$11.7B
TER0.18%
Holdings848
FTCXX Mutual Fund
NAV$1.00
Fidelity Institutional Tax-Exempt Portfolio Class I
AUM$11.7B
TER0.18%
Holdings848
FTCXX Mutual Fund Overlap Analysis
FTCXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 848 holdings, FTCXX may share significant positions with broad-market funds.
FTCXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTCXX tax-loss harvesting finds highly correlated but non-identical funds.