FTGUX Mutual Fund
FTGUX Mutual Fund
NAV$16.50
AUM$392,241.12
TER0.74%
Holdings5
See how much of FTGUX you already own
FTGUX Mutual Fund
NAV$16.50
Fidelity Advisor Sustainable Target Date 2065 Fund Class A
AUM$392,241.12
TER0.74%
Holdings5
See how much of FTGUX you already own
FTGUX Mutual Fund Overlap Analysis
FTGUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTGUX may share significant positions with broad-market funds.
FTGUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGUX tax-loss harvesting finds highly correlated but non-identical funds.