FSXDX Mutual Fund
FSXDX Mutual Fund
NAV$13.76
AUM$183,065.05
TER0.95%
Holdings9
See how much of FSXDX you already own
FSXDX Mutual Fund
NAV$13.76
Fidelity Advisor Sustainable Target Date 2030 Fund Class M
AUM$183,065.05
TER0.95%
Holdings9
See how much of FSXDX you already own
FSXDX Mutual Fund Overlap Analysis
FSXDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXDX may share significant positions with broad-market funds.
FSXDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXDX tax-loss harvesting finds highly correlated but non-identical funds.