FSXFX Mutual Fund
FSXFX Mutual Fund
NAV$13.95
AUM$225,284.72
TER0.35%
Holdings9
See how much of FSXFX you already own
FSXFX Mutual Fund
NAV$13.95
Fidelity Advisor Sustainable Target Date 2030 Fund Class Z
AUM$225,284.72
TER0.35%
Holdings9
See how much of FSXFX you already own
FSXFX Mutual Fund Overlap Analysis
FSXFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXFX may share significant positions with broad-market funds.
FSXFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXFX tax-loss harvesting finds highly correlated but non-identical funds.