FWIAX Mutual Fund
FWIAX Mutual Fund
NAV$9.72
AUM$77M
TER1.35%
Holdings89
See how much of FWIAX you already own
FWIAX Mutual Fund
NAV$9.72
Nuveen Wisconsin Municipal Bond Fund Class A
AUM$77M
TER1.35%
Holdings89
See how much of FWIAX you already own
FWIAX Mutual Fund Overlap Analysis
FWIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FWIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FWIAX may share significant positions with broad-market funds.
FWIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FWIAX tax-loss harvesting finds highly correlated but non-identical funds.