FSUYX Mutual Fund
FSUYX Mutual Fund
NAV$11.60
TER0.41%
Holdings9
See how much of FSUYX you already own
FSUYX Mutual Fund
NAV$11.60
Fidelity Sustainable Target Date 2010 Fund
TER0.41%
Holdings9
See how much of FSUYX you already own
FSUYX Mutual Fund Overlap Analysis
FSUYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSUYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUYX may share significant positions with broad-market funds.
FSUYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSUYX tax-loss harvesting finds highly correlated but non-identical funds.