FSVGX Mutual Fund
FSVGX Mutual Fund
NAV$11.58
AUM$116,254.71
TER0.41%
Holdings9
See how much of FSVGX you already own
FSVGX Mutual Fund
NAV$11.58
Fidelity Advisor Sustainable Target Date 2010 Fund Class I
AUM$116,254.71
TER0.41%
Holdings9
See how much of FSVGX you already own
FSVGX Mutual Fund Overlap Analysis
FSVGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVGX may share significant positions with broad-market funds.
FSVGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVGX tax-loss harvesting finds highly correlated but non-identical funds.