FTIWX Mutual Fund
FTIWX Mutual Fund
NAV$14.65
AUM$23M
TER0.51%
Holdings32
See how much of FTIWX you already own
FTIWX Mutual Fund
NAV$14.65
Fidelity Asset Manager 20% Fund Class I
AUM$23M
TER0.51%
Holdings32
See how much of FTIWX you already own
FTIWX Mutual Fund Overlap Analysis
FTIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FTIWX may share significant positions with broad-market funds.
FTIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTIWX tax-loss harvesting finds highly correlated but non-identical funds.