FSXTX Mutual Fund
FSXTX Mutual Fund
NAV$14.89
TER0.37%
Holdings8
See how much of FSXTX you already own
FSXTX Mutual Fund
NAV$14.89
Fidelity Sustainable Target Date 2035 Fund Class K
TER0.37%
Holdings8
See how much of FSXTX you already own
FSXTX Mutual Fund Overlap Analysis
FSXTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXTX may share significant positions with broad-market funds.
FSXTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXTX tax-loss harvesting finds highly correlated but non-identical funds.