FSVHX Mutual Fund
FSVHX Mutual Fund
NAV$11.58
AUM$116,295.28
TER0.31%
Holdings9
See how much of FSVHX you already own
FSVHX Mutual Fund
NAV$11.58
Fidelity Advisor Sustainable Target Date 2010 Fund Class Z
AUM$116,295.28
TER0.31%
Holdings9
See how much of FSVHX you already own
FSVHX Mutual Fund Overlap Analysis
FSVHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVHX may share significant positions with broad-market funds.
FSVHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVHX tax-loss harvesting finds highly correlated but non-identical funds.