FUMBX Mutual Fund Analysis & Holdings | MarketXLS

FUMBX Mutual Fund

NAV$10.24

TER0.03%

Holdings124

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FUMBX Mutual Fund

NAV$10.24

Fidelity Short-Term Treasury Bond Index Fund

TER0.03%

Holdings124

See inside every fund you own

$45/quarter Pro · Cancel anytime

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FUMBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FUMBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FUMBX Mutual Fund Overlap Analysis

FUMBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FUMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, FUMBX may share significant positions with broad-market funds.

FUMBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FUMBX tax-loss harvesting finds highly correlated but non-identical funds.