FSVYX Mutual Fund
FSVYX Mutual Fund
NAV$10.49
AUM$103,181.81
TER0.22%
Holdings9
See how much of FSVYX you already own
FSVYX Mutual Fund
NAV$10.49
Fidelity Advisor Sustainable Target Date 2015 Fund Class Z6
AUM$103,181.81
TER0.22%
Holdings9
See how much of FSVYX you already own
FSVYX Mutual Fund Overlap Analysis
FSVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSVYX may share significant positions with broad-market funds.
FSVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSVYX tax-loss harvesting finds highly correlated but non-identical funds.