FWATX Mutual Fund Holdings Overlap Calculator | MarketXLS

FWATX Mutual Fund

NAV$16.10

AUM$373M

TER1.11%

Holdings288

See what you own twice

Check FWATX against your other funds. Free for up to 5.

Check my overlap

FWATX Mutual Fund

NAV$16.10

Fidelity Advisor Multi-Asset Income Fund Class A

AUM$373M

TER1.11%

Holdings288

See what you own twice

Check FWATX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

FWATX Mutual Fund Overlap Analysis

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

FWATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 288 holdings, FWATX may share significant positions with broad-market funds.

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