FSPLX Mutual Fund
FSPLX Mutual Fund
NAV$31.69
AUM$411,620.77
Holdings1
See how much of FSPLX you already own
FSPLX Mutual Fund
NAV$31.69
Fidelity Advisor 529 Strategic Dividend & Income Portfolio Class P
AUM$411,620.77
Holdings1
See how much of FSPLX you already own
FSPLX Mutual Fund Overlap Analysis
FSPLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, FSPLX may share significant positions with broad-market funds.
FSPLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSPLX tax-loss harvesting finds highly correlated but non-identical funds.