FSUDX Mutual Fund
FSUDX Mutual Fund
NAV$11.21
TER0.41%
Holdings9
See how much of FSUDX you already own
FSUDX Mutual Fund
NAV$11.21
Fidelity Sustainable Target Date Retirement Fund
TER0.41%
Holdings9
See how much of FSUDX you already own
FSUDX Mutual Fund Overlap Analysis
FSUDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSUDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUDX may share significant positions with broad-market funds.
FSUDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSUDX tax-loss harvesting finds highly correlated but non-identical funds.