FCUIX Mutual Fund
FCUIX Mutual Fund
NAV$21.00
AUM$167M
TER0.74%
Holdings27
See how much of FCUIX you already own
FCUIX Mutual Fund
NAV$21.00
NYLI PineStone US Equity Fund Institutional Class
AUM$167M
TER0.74%
Holdings27
See how much of FCUIX you already own
FCUIX Mutual Fund Overlap Analysis
FCUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FCUIX may share significant positions with broad-market funds.
FCUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCUIX tax-loss harvesting finds highly correlated but non-identical funds.