FSYUX Mutual Fund Analysis & Holdings | MarketXLS

FSYUX Mutual Fund

NAV$16.90

TER0.39%

Holdings7

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FSYUX Mutual Fund

NAV$16.90

Fidelity Sustainable Target Date 2045 Fund Class K

TER0.39%

Holdings7

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

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Discover Portfolio Overlap

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

FSYUX Mutual Fund Overlap Analysis

FSYUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSYUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, FSYUX may share significant positions with broad-market funds.

FSYUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYUX tax-loss harvesting finds highly correlated but non-identical funds.