FTGKX Mutual Fund
FTGKX Mutual Fund
NAV$16.95
TER0.39%
Holdings5
See how much of FTGKX you already own
FTGKX Mutual Fund
NAV$16.95
Fidelity Sustainable Target Date 2060 Fund Class K
TER0.39%
Holdings5
See how much of FTGKX you already own
FTGKX Mutual Fund Overlap Analysis
FTGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTGKX may share significant positions with broad-market funds.
FTGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGKX tax-loss harvesting finds highly correlated but non-identical funds.