FTUXX Mutual Fund
NAV$1.00
AUM$236M
TER0.23%
Holdings81
FTUXX Mutual Fund
NAV$1.00
Fidelity Institutional Treasury Portfolio
AUM$236M
TER0.23%
Holdings81
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FTUXX Mutual Fund Overlap Analysis
FTUXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTUXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FTUXX may share significant positions with broad-market funds.
FTUXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTUXX tax-loss harvesting finds highly correlated but non-identical funds.