FSULX Mutual Fund
FSULX Mutual Fund
NAV$11.19
AUM$118,602.03
TER0.31%
Holdings9
See how much of FSULX you already own
FSULX Mutual Fund
NAV$11.19
Fidelity Advisor Sustainable Target Date Retirement Fund Class Z
AUM$118,602.03
TER0.31%
Holdings9
See how much of FSULX you already own
FSULX Mutual Fund Overlap Analysis
FSULX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSULX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSULX may share significant positions with broad-market funds.
FSULX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSULX tax-loss harvesting finds highly correlated but non-identical funds.