FSXWX Mutual Fund

NAV$16.01

AUM$520,768.89

TER0.73%

Holdings8

See how much of FSXWX you already own

Just $25 once·$69/mo·Download sample

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FSXWX Mutual Fund

NAV$16.01

Fidelity Advisor Sustainable Target Date 2040 Fund Class A

AUM$520,768.89

TER0.73%

Holdings8

See how much of FSXWX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSXWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSXWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSXWX Mutual Fund Overlap Analysis

FSXWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSXWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXWX may share significant positions with broad-market funds.

FSXWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXWX tax-loss harvesting finds highly correlated but non-identical funds.