FWRIX Mutual Fund

NAV$10.64

AUM$1M

TER0.95%

Holdings77

FWRIX Mutual Fund

NAV$10.64

Fidelity Advisor Global Real Estate Fund Class I

AUM$1M

TER0.95%

Holdings77

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

Holdings Overlap Analysis

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

FWRIX Mutual Fund Overlap Analysis

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

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

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