FSWVX Mutual Fund

NAV$13.21

AUM$134,817.44

TER0.34%

Holdings9

See how much of FSWVX you already own

Just $25 once·$99/mo·Download sample

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FSWVX Mutual Fund

NAV$13.21

Fidelity Advisor Sustainable Target Date 2025 Fund Class Z

AUM$134,817.44

TER0.34%

Holdings9

See how much of FSWVX 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 FSWVX 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 FSWVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSWVX Mutual Fund Overlap Analysis

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

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

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