FSXRX Mutual Fund
FSXRX Mutual Fund
NAV$14.88
AUM$539,157.41
TER0.37%
Holdings8
See how much of FSXRX you already own
FSXRX Mutual Fund
NAV$14.88
Fidelity Advisor Sustainable Target Date 2035 Fund Class Z
AUM$539,157.41
TER0.37%
Holdings8
See how much of FSXRX you already own
FSXRX Mutual Fund Overlap Analysis
FSXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXRX may share significant positions with broad-market funds.
FSXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXRX tax-loss harvesting finds highly correlated but non-identical funds.