FSUNX Mutual Fund Analysis & Holdings | MarketXLS

FSUNX Mutual Fund

NAV$10.09

AUM$99,958.31

TER0.21%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FSUNX Mutual Fund

NAV$10.09

Fidelity Advisor Sustainable Target Date Retirement Fund Class Z6

AUM$99,958.31

TER0.21%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FSUNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSUNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.