FTDMX Mutual Fund
FTDMX Mutual Fund
NAV$11.91
AUM$114,445.23
TER0.29%
Holdings5
See how much of FTDMX you already own
FTDMX Mutual Fund
NAV$11.91
Fidelity Advisor Sustainable Target Date 2060 Fund Class Z6
AUM$114,445.23
TER0.29%
Holdings5
See how much of FTDMX you already own
FTDMX Mutual Fund Overlap Analysis
FTDMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTDMX may share significant positions with broad-market funds.
FTDMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTDMX tax-loss harvesting finds highly correlated but non-identical funds.