FWIRX Mutual Fund Analysis & Holdings | MarketXLS

FWIRX Mutual Fund

NAV$9.78

AUM$68M

TER1.15%

Holdings89

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FWIRX Mutual Fund

NAV$9.78

Nuveen Wisconsin Municipal Bond Fund Class R

AUM$68M

TER1.15%

Holdings89

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

FWIRX Mutual Fund Overlap Analysis

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

FWIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FWIRX may share significant positions with broad-market funds.

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