FSTEX Mutual Fund
FSTEX Mutual Fund
NAV$43.30
AUM$95M
TER1.23%
Holdings30
See how much of FSTEX you already own
FSTEX Mutual Fund
NAV$43.30
Invesco Energy Fund Investor Class
AUM$95M
TER1.23%
Holdings30
See how much of FSTEX you already own
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 30 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.