FSXAX Mutual Fund
FSXAX Mutual Fund
NAV$14.01
TER0.45%
Holdings9
See how much of FSXAX you already own
FSXAX Mutual Fund
NAV$14.01
Fidelity Sustainable Target Date 2030 Fund
TER0.45%
Holdings9
See how much of FSXAX you already own
FSXAX Mutual Fund Overlap Analysis
FSXAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXAX may share significant positions with broad-market funds.
FSXAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXAX tax-loss harvesting finds highly correlated but non-identical funds.