FTGZX Mutual Fund
FTGZX Mutual Fund
NAV$16.84
AUM$171,833.72
TER0.99%
Holdings5
See how much of FTGZX you already own
FTGZX Mutual Fund
NAV$16.84
Fidelity Advisor Sustainable Target Date 2065 Fund Class M
AUM$171,833.72
TER0.99%
Holdings5
See how much of FTGZX you already own
FTGZX Mutual Fund Overlap Analysis
FTGZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTGZX may share significant positions with broad-market funds.
FTGZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGZX tax-loss harvesting finds highly correlated but non-identical funds.