FSTEX Mutual Fund
NAV$42.59
AUM$95M
TER1.23%
Holdings28
FSTEX Mutual Fund
NAV$42.59
Invesco Energy Fund Investor Class
AUM$95M
TER1.23%
Holdings28

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FSTEX Mutual Fund Overlap Analysis
FSTEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, FSTEX may share significant positions with broad-market funds.
FSTEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSTEX tax-loss harvesting finds highly correlated but non-identical funds.