FTUAX Mutual Fund Holdings Overlap Calculator | MarketXLS

FTUAX Mutual Fund

NAV$67.50

AUM$25M

TER1.04%

Holdings26

See what you own twice

Check FTUAX against your other funds. Free for up to 5.

Check my overlap

FTUAX Mutual Fund

NAV$67.50

Fidelity Select Telecommunications Portfolio Class A

AUM$25M

TER1.04%

Holdings26

See what you own twice

Check FTUAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FTUAX Mutual Fund Overlap Analysis

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

FTUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, FTUAX may share significant positions with broad-market funds.

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