FZIIX Mutual Fund
FZIIX Mutual Fund
NAV$10.15
AUM$2.1B
TER0.44%
Holdings3,103
FZIIX Mutual Fund
NAV$10.15
Fidelity Advisor Intermediate Municipal Income Fund Class I
AUM$2.1B
TER0.44%
Holdings3,103
FZIIX Mutual Fund Overlap Analysis
FZIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FZIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3103 holdings, FZIIX may share significant positions with broad-market funds.
FZIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FZIIX tax-loss harvesting finds highly correlated but non-identical funds.