FSWSX Mutual Fund
FSWSX Mutual Fund
NAV$13.49
AUM$134,316.67
TER0.94%
Holdings9
See how much of FSWSX you already own
FSWSX Mutual Fund
NAV$13.49
Fidelity Advisor Sustainable Target Date 2025 Fund Class M
AUM$134,316.67
TER0.94%
Holdings9
See how much of FSWSX you already own
FSWSX Mutual Fund Overlap Analysis
FSWSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSWSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSWSX may share significant positions with broad-market funds.
FSWSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSWSX tax-loss harvesting finds highly correlated but non-identical funds.