FSXEX Mutual Fund

NAV$14.01

AUM$467,258.65

TER0.45%

Holdings9

See how much of FSXEX you already own

Just $25 once·$69/mo·Download sample

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FSXEX Mutual Fund

NAV$14.01

Fidelity Advisor Sustainable Target Date 2030 Fund Class I

AUM$467,258.65

TER0.45%

Holdings9

See how much of FSXEX you already own

Just $25 once·$69/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 FSXEX 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 FSXEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSXEX Mutual Fund Overlap Analysis

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

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

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