FSXSX Mutual Fund
FSXSX Mutual Fund
NAV$11.40
AUM$110,448.52
TER0.27%
Holdings8
See how much of FSXSX you already own
FSXSX Mutual Fund
NAV$11.40
Fidelity Advisor Sustainable Target Date 2035 Fund Class Z6
AUM$110,448.52
TER0.27%
Holdings8
See how much of FSXSX you already own
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.