FSUFX Mutual Fund

NAV$11.23

AUM$116,412.39

TER1.41%

Holdings9

FSUFX Mutual Fund

NAV$11.23

Fidelity Advisor Sustainable Target Date Retirement Fund Class C

AUM$116,412.39

TER1.41%

Holdings9

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Holdings Overlap Analysis

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

FSUFX Mutual Fund Overlap Analysis

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

FSUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSUFX may share significant positions with broad-market funds.

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