FTIWX Mutual Fund

NAV$14.85

AUM$23M

TER0.51%

Holdings32

FTIWX Mutual Fund

NAV$14.85

Fidelity Asset Manager 20% Fund Class I

AUM$23M

TER0.51%

Holdings32

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Holdings Overlap Analysis

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

FTIWX Mutual Fund Overlap Analysis

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

FTIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FTIWX may share significant positions with broad-market funds.

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