FYMAX Mutual Fund Analysis & Holdings | MarketXLS

FYMAX Mutual Fund

NAV$13.15

AUM$1M

TER0.73%

Holdings8

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FYMAX Mutual Fund

NAV$13.15

Fidelity Advisor Sustainable Multi-Asset Fund Class A

AUM$1M

TER0.73%

Holdings8

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

FYMAX Mutual Fund Overlap Analysis

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

FYMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FYMAX may share significant positions with broad-market funds.

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