FTGNX Mutual Fund
FTGNX Mutual Fund
NAV$16.87
TER0.29%
Holdings5
See how much of FTGNX you already own
FTGNX Mutual Fund
NAV$16.87
Fidelity Sustainable Target Date 2060 Fund Class K6
TER0.29%
Holdings5
See how much of FTGNX you already own
FTGNX Mutual Fund Overlap Analysis
FTGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTGNX may share significant positions with broad-market funds.
FTGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGNX tax-loss harvesting finds highly correlated but non-identical funds.