FSXZX Mutual Fund
FSXZX Mutual Fund
NAV$15.96
AUM$469,439.49
TER0.98%
Holdings8
See how much of FSXZX you already own
FSXZX Mutual Fund
NAV$15.96
Fidelity Advisor Sustainable Target Date 2040 Fund Class M
AUM$469,439.49
TER0.98%
Holdings8
See how much of FSXZX you already own
FSXZX Mutual Fund Overlap Analysis
FSXZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSXZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSXZX may share significant positions with broad-market funds.
FSXZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSXZX tax-loss harvesting finds highly correlated but non-identical funds.