FSXHX Mutual Fund
FSXHX Mutual Fund
NAV$14.07
TER0.35%
Holdings9
See how much of FSXHX you already own
FSXHX Mutual Fund
NAV$14.07
Fidelity Sustainable Target Date 2030 Fund Class K
TER0.35%
Holdings9
See how much of FSXHX you already own
FSXHX Mutual Fund Overlap Analysis
FSXHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXHX may share significant positions with broad-market funds.
FSXHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXHX tax-loss harvesting finds highly correlated but non-identical funds.