FZEXX Mutual Fund Analysis & Holdings | MarketXLS

FZEXX Mutual Fund

NAV$1.00

AUM$2.8B

TER0.30%

Holdings631

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FZEXX Mutual Fund

NAV$1.00

Fidelity Tax-Exempt Money Market Fund Premium Class

AUM$2.8B

TER0.30%

Holdings631

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

FZEXX Mutual Fund Overlap Analysis

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

FZEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 631 holdings, FZEXX may share significant positions with broad-market funds.

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