FSXLX Mutual Fund
FSXLX Mutual Fund
NAV$14.75
AUM$527,359.08
TER0.72%
Holdings8
See how much of FSXLX you already own
FSXLX Mutual Fund
NAV$14.75
Fidelity Advisor Sustainable Target Date 2035 Fund Class A
AUM$527,359.08
TER0.72%
Holdings8
See how much of FSXLX you already own
FSXLX Mutual Fund Overlap Analysis
FSXLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXLX may share significant positions with broad-market funds.
FSXLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXLX tax-loss harvesting finds highly correlated but non-identical funds.