FSXVX Mutual Fund
FSXVX Mutual Fund
NAV$16.16
TER0.48%
Holdings8
See how much of FSXVX you already own
FSXVX Mutual Fund
NAV$16.16
Fidelity Sustainable Target Date 2040 Fund
TER0.48%
Holdings8
See how much of FSXVX you already own
FSXVX Mutual Fund Overlap Analysis
FSXVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXVX may share significant positions with broad-market funds.
FSXVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXVX tax-loss harvesting finds highly correlated but non-identical funds.