FSYUX Mutual Fund
FSYUX Mutual Fund
NAV$16.47
TER0.39%
Holdings7
See how much of FSYUX you already own
FSYUX Mutual Fund
NAV$16.47
Fidelity Sustainable Target Date 2045 Fund Class K
TER0.39%
Holdings7
See how much of FSYUX you already own
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.