FSUFX Mutual Fund

NAV$11.21

AUM$116,412.39

TER1.41%

Holdings9

See how much of FSUFX you already own

Just $25 once·$99/mo·Download sample

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FSUFX Mutual Fund

NAV$11.21

Fidelity Advisor Sustainable Target Date Retirement Fund Class C

AUM$116,412.39

TER1.41%

Holdings9

See how much of FSUFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FSUFX Mutual Fund Overlap Analysis

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

FSUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUFX may share significant positions with broad-market funds.

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