FCUDX Mutual Fund
FCUDX Mutual Fund
NAV$21.13
AUM$266M
TER0.61%
Holdings27
See how much of FCUDX you already own
FCUDX Mutual Fund
NAV$21.13
NYLI PineStone US Equity Fund Class R6
AUM$266M
TER0.61%
Holdings27
See how much of FCUDX you already own
FCUDX Mutual Fund Overlap Analysis
FCUDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCUDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FCUDX may share significant positions with broad-market funds.
FCUDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCUDX tax-loss harvesting finds highly correlated but non-identical funds.