FTFMX Mutual Fund
NAV$12.31
AUM$1.6B
TER0.45%
Holdings449
FTFMX Mutual Fund
NAV$12.31
Fidelity Advisor New York Municipal Income Fund
AUM$1.6B
TER0.45%
Holdings449
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FTFMX Mutual Fund Overlap Analysis
FTFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 449 holdings, FTFMX may share significant positions with broad-market funds.
FTFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTFMX tax-loss harvesting finds highly correlated but non-identical funds.