FTGYX Mutual Fund

NAV$16.33

AUM$280,213.43

TER1.49%

Holdings5

See how much of FTGYX you already own

Just $25 once·$99/mo·Download sample

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FTGYX Mutual Fund

NAV$16.33

Fidelity Advisor Sustainable Target Date 2065 Fund Class C

AUM$280,213.43

TER1.49%

Holdings5

See how much of FTGYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.