FSXOX Mutual Fund
FSXOX Mutual Fund
NAV$14.73
AUM$190,022.54
TER0.97%
Holdings8
See how much of FSXOX you already own
FSXOX Mutual Fund
NAV$14.73
Fidelity Advisor Sustainable Target Date 2035 Fund Class M
AUM$190,022.54
TER0.97%
Holdings8
See how much of FSXOX you already own
FSXOX Mutual Fund Overlap Analysis
FSXOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXOX may share significant positions with broad-market funds.
FSXOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXOX tax-loss harvesting finds highly correlated but non-identical funds.