FTHBX Mutual Fund
FTHBX Mutual Fund
NAV$16.95
AUM$223,585.79
TER0.49%
Holdings5
See how much of FTHBX you already own
FTHBX Mutual Fund
NAV$16.95
Fidelity Advisor Sustainable Target Date 2065 Fund Class I
AUM$223,585.79
TER0.49%
Holdings5
See how much of FTHBX you already own
FTHBX Mutual Fund Overlap Analysis
FTHBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTHBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTHBX may share significant positions with broad-market funds.
FTHBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTHBX tax-loss harvesting finds highly correlated but non-identical funds.