FYMIX Mutual Fund Analysis & Holdings | MarketXLS

FYMIX Mutual Fund

NAV$13.19

AUM$5M

TER0.48%

Holdings8

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FYMIX Mutual Fund

NAV$13.19

Fidelity Advisor Sustainable Multi-Asset Fund Class I

AUM$5M

TER0.48%

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

FYMIX Mutual Fund Overlap Analysis

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

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

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