FSXJX Mutual Fund
FSXJX Mutual Fund
NAV$14.07
TER0.26%
Holdings9
FSXJX Mutual Fund
NAV$14.07
Fidelity Sustainable Target Date 2030 Fund Class K6
TER0.26%
Holdings9
FSXJX Mutual Fund Overlap Analysis
FSXJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSXJX may share significant positions with broad-market funds.
FSXJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXJX tax-loss harvesting finds highly correlated but non-identical funds.