FCUDX Mutual Fund

NAV$21.27

AUM$266M

TER0.61%

Holdings27

FCUDX Mutual Fund

NAV$21.27

NYLI PineStone US Equity Fund Class R6

AUM$266M

TER0.61%

Holdings27

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Holdings Overlap Analysis

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

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.