FSIUX Mutual Fund
FSIUX Mutual Fund
NAV$29.24
AUM$2M
TER0.67%
Holdings75
See how much of FSIUX you already own
FSIUX Mutual Fund
NAV$29.24
Invesco Dividend Income Fund Class R5
AUM$2M
TER0.67%
Holdings75
See how much of FSIUX you already own
FSIUX Mutual Fund Overlap Analysis
FSIUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, FSIUX may share significant positions with broad-market funds.
FSIUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSIUX tax-loss harvesting finds highly correlated but non-identical funds.