FSTEX Mutual Fund Analysis & Holdings | MarketXLS

FSTEX Mutual Fund

NAV$40.21

AUM$95M

TER1.23%

Holdings29

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FSTEX Mutual Fund

NAV$40.21

Invesco Energy Fund Investor Class

AUM$95M

TER1.23%

Holdings29

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FSTEX Mutual Fund Overlap Analysis

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

FSTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, FSTEX may share significant positions with broad-market funds.

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