FSVWX Mutual Fund
FSVWX Mutual Fund
NAV$12.17
AUM$121,984.1
TER0.32%
Holdings9
See how much of FSVWX you already own
FSVWX Mutual Fund
NAV$12.17
Fidelity Advisor Sustainable Target Date 2015 Fund Class Z
AUM$121,984.1
TER0.32%
Holdings9
See how much of FSVWX you already own
FSVWX Mutual Fund Overlap Analysis
FSVWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVWX may share significant positions with broad-market funds.
FSVWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVWX tax-loss harvesting finds highly correlated but non-identical funds.