FSUNX Mutual Fund
FSUNX Mutual Fund
NAV$10.09
AUM$99,958.31
TER0.21%
Holdings9
See how much of FSUNX you already own
FSUNX Mutual Fund
NAV$10.09
Fidelity Advisor Sustainable Target Date Retirement Fund Class Z6
AUM$99,958.31
TER0.21%
Holdings9
See how much of FSUNX you already own
FSUNX Mutual Fund Overlap Analysis
FSUNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSUNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUNX may share significant positions with broad-market funds.
FSUNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSUNX tax-loss harvesting finds highly correlated but non-identical funds.