FWRAX Mutual Fund

NAV$10.64

AUM$3M

TER1.20%

Holdings77

See how much of FWRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

FWRAX Mutual Fund

NAV$10.64

Fidelity Advisor Global Real Estate Fund Class A

AUM$3M

TER1.20%

Holdings77

See how much of FWRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare FWRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FWRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FWRAX Mutual Fund Overlap Analysis

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

FWRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, FWRAX may share significant positions with broad-market funds.

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