FTHDX Mutual Fund
FTHDX Mutual Fund
NAV$16.97
AUM$377,338.55
TER0.39%
Holdings5
See how much of FTHDX you already own
FTHDX Mutual Fund
NAV$16.97
Fidelity Advisor Sustainable Target Date 2065 Fund Class Z
AUM$377,338.55
TER0.39%
Holdings5
See how much of FTHDX you already own
FTHDX Mutual Fund Overlap Analysis
FTHDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTHDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTHDX may share significant positions with broad-market funds.
FTHDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTHDX tax-loss harvesting finds highly correlated but non-identical funds.