FTHEX Mutual Fund

NAV$12.00

AUM$114,447.46

TER0.29%

Holdings5

FTHEX Mutual Fund

NAV$12.00

Fidelity Advisor Sustainable Target Date 2065 Fund Class Z6

AUM$114,447.46

TER0.29%

Holdings5

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Holdings Overlap Analysis

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

FTHEX Mutual Fund Overlap Analysis

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

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

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