FSXFX Mutual Fund Analysis & Holdings | MarketXLS

FSXFX Mutual Fund

NAV$14.07

AUM$225,284.72

TER0.36%

Holdings9

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FSXFX Mutual Fund

NAV$14.07

Fidelity Advisor Sustainable Target Date 2030 Fund Class Z

AUM$225,284.72

TER0.36%

Holdings9

See inside every fund you own

$45/quarter 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 FSXFX 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 FSXFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.