FWIFX Mutual Fund Analysis & Holdings | MarketXLS

FWIFX Mutual Fund

NAV$42.30

AUM$193M

TER0.81%

Holdings179

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FWIFX Mutual Fund

NAV$42.30

Fidelity Advisor Worldwide Fund Class I

AUM$193M

TER0.81%

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

FWIFX Mutual Fund Overlap Analysis

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

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

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