FSXGX Mutual Fund
FSXGX Mutual Fund
NAV$11.10
AUM$107,802.75
TER0.26%
Holdings9
See how much of FSXGX you already own
FSXGX Mutual Fund
NAV$11.10
Fidelity Advisor Sustainable Target Date 2030 Fund Class Z6
AUM$107,802.75
TER0.26%
Holdings9
See how much of FSXGX you already own
FSXGX Mutual Fund Overlap Analysis
FSXGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXGX may share significant positions with broad-market funds.
FSXGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXGX tax-loss harvesting finds highly correlated but non-identical funds.