FTHGX Mutual Fund
FTHGX Mutual Fund
NAV$16.95
TER0.39%
Holdings5
See how much of FTHGX you already own
FTHGX Mutual Fund
NAV$16.95
Fidelity Sustainable Target Date 2065 Fund Class K
TER0.39%
Holdings5
See how much of FTHGX you already own
FTHGX Mutual Fund Overlap Analysis
FTHGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTHGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, FTHGX may share significant positions with broad-market funds.
FTHGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTHGX tax-loss harvesting finds highly correlated but non-identical funds.