FWAFX Mutual Fund Analysis & Holdings | MarketXLS

FWAFX Mutual Fund

NAV$41.97

AUM$172M

TER1.06%

Holdings179

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FWAFX Mutual Fund

NAV$41.97

Fidelity Advisor Worldwide Fund Class A

AUM$172M

TER1.06%

Holdings179

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FWAFX 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 FWAFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FWAFX Mutual Fund Overlap Analysis

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

FWAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, FWAFX may share significant positions with broad-market funds.

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