FSXUX Mutual Fund
FSXUX Mutual Fund
NAV$14.86
TER0.27%
Holdings8
See how much of FSXUX you already own
FSXUX Mutual Fund
NAV$14.86
Fidelity Sustainable Target Date 2035 Fund Class K6
TER0.27%
Holdings8
See how much of FSXUX you already own
FSXUX Mutual Fund Overlap Analysis
FSXUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXUX may share significant positions with broad-market funds.
FSXUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXUX tax-loss harvesting finds highly correlated but non-identical funds.