FSXSX Mutual Fund
FSXSX Mutual Fund
NAV$11.40
AUM$110,448.52
TER0.27%
Holdings8
FSXSX Mutual Fund
NAV$11.40
Fidelity Advisor Sustainable Target Date 2035 Fund Class Z6
AUM$110,448.52
TER0.27%
Holdings8
FSXSX Mutual Fund Overlap Analysis
FSXSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXSX may share significant positions with broad-market funds.
FSXSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXSX tax-loss harvesting finds highly correlated but non-identical funds.