FSWUX Mutual Fund

NAV$13.47

AUM$245,308.25

TER0.44%

Holdings9

See how much of FSWUX you already own

Just $25 once·$99/mo·Download sample

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FSWUX Mutual Fund

NAV$13.47

Fidelity Advisor Sustainable Target Date 2025 Fund Class I

AUM$245,308.25

TER0.44%

Holdings9

See how much of FSWUX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSWUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSWUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSWUX Mutual Fund Overlap Analysis

FSWUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSWUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSWUX may share significant positions with broad-market funds.

FSWUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSWUX tax-loss harvesting finds highly correlated but non-identical funds.