FTGYX Mutual Fund

NAV$16.62

AUM$280,213.43

TER1.49%

Holdings5

FTGYX Mutual Fund

NAV$16.62

Fidelity Advisor Sustainable Target Date 2065 Fund Class C

AUM$280,213.43

TER1.49%

Holdings5

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Holdings Overlap Analysis

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

FTGYX Mutual Fund Overlap Analysis

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

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

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