FTDLX Mutual Fund

NAV$16.97

AUM$167,507.6

TER0.39%

Holdings5

See how much of FTDLX you already own

Just $25 once·$99/mo·Download sample

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FTDLX Mutual Fund

NAV$16.97

Fidelity Advisor Sustainable Target Date 2060 Fund Class Z

AUM$167,507.6

TER0.39%

Holdings5

See how much of FTDLX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare FTDLX 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 FTDLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FTDLX Mutual Fund Overlap Analysis

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

FTDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTDLX may share significant positions with broad-market funds.

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