FSXBX Mutual Fund

NAV$14.01

AUM$1M

TER0.71%

Holdings9

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$99/yr Pro · Cancel anytime

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FSXBX Mutual Fund

NAV$14.01

Fidelity Advisor Sustainable Target Date 2030 Fund Class A

AUM$1M

TER0.71%

Holdings9

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FSXBX 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 FSXBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSXBX Mutual Fund Overlap Analysis

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

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

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