FSYDX Mutual Fund
FSYDX Mutual Fund
NAV$15.84
AUM$487,197.9
TER0.38%
Holdings8
See how much of FSYDX you already own
FSYDX Mutual Fund
NAV$15.84
Fidelity Advisor Sustainable Target Date 2040 Fund Class Z
AUM$487,197.9
TER0.38%
Holdings8
See how much of FSYDX you already own
FSYDX Mutual Fund Overlap Analysis
FSYDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSYDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, FSYDX may share significant positions with broad-market funds.
FSYDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSYDX tax-loss harvesting finds highly correlated but non-identical funds.