FSUJX Mutual Fund
FSUJX Mutual Fund
NAV$11.17
AUM$118,403.02
TER0.41%
Holdings9
See how much of FSUJX you already own
FSUJX Mutual Fund
NAV$11.17
Fidelity Advisor Sustainable Target Date Retirement Fund Class I
AUM$118,403.02
TER0.41%
Holdings9
See how much of FSUJX you already own
FSUJX Mutual Fund Overlap Analysis
FSUJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSUJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUJX may share significant positions with broad-market funds.
FSUJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSUJX tax-loss harvesting finds highly correlated but non-identical funds.