FSXKX Mutual Fund
FSXKX Mutual Fund
NAV$14.86
TER0.47%
Holdings8
FSXKX Mutual Fund
NAV$14.86
Fidelity Sustainable Target Date 2035 Fund
TER0.47%
Holdings8
FSXKX Mutual Fund Overlap Analysis
FSXKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXKX may share significant positions with broad-market funds.
FSXKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXKX tax-loss harvesting finds highly correlated but non-identical funds.