FSXYX Mutual Fund
FSXYX Mutual Fund
NAV$15.91
AUM$275,865.74
TER1.48%
Holdings8
See how much of FSXYX you already own
FSXYX Mutual Fund
NAV$15.91
Fidelity Advisor Sustainable Target Date 2040 Fund Class C
AUM$275,865.74
TER1.48%
Holdings8
See how much of FSXYX you already own
FSXYX Mutual Fund Overlap Analysis
FSXYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXYX may share significant positions with broad-market funds.
FSXYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXYX tax-loss harvesting finds highly correlated but non-identical funds.